Creating and Accessing Your Actionstep Billing Portal Account

Modified on Fri, 9 May at 5:16 PM

In this article:

Creating a Billing Portal Account
Accessing Actionstep Billing Portal

Creating a Billing Portal Account

When you first enable your Actionstep subscription, you should receive an email with instructions for creating a Billing Portal account. Follow the instructions in this email to access the setup page and choose your password. (Your ID is your email address.) Once you have set up your password, you can access the Billing Portal.

If your main billing contact does not have access to your Billing Portal, reach out to accounts@actionstep.com to request an invitation to set this up.

NOTE: You typically will receive only one sign-in ID per organization so please take note of the sign-in credentials if multiple users need access.

To set up your account and access Billing Portal:

Set up your Billing Portal ID and password by following the instructions you received in your Billing Portal Welcome email.
Once your account is created, go to https://account.actionstep.com.
Sign in using the email address and password you set up in Step 1. You are signed in to Billing Portal.

TIP: Bookmark the Billing Portal page for easy access going forward.

NOTE: If you experience issues signing in (for example, you receive errors saying you have entered an invalid email or password), contact Actionstep Support.

Accessing Actionstep Billing Portal

Once you set up your Billing Portal account, you can sign in to the subscription Billing Portal at any time.

NOTE: The Billing Portal uses a different URL from your regular Actionstep sign-in. Consider bookmarking this URL so you can easily remember where to access all your billing settings and data.

To do this:

Go to https://account.actionstep.com.
Enter your ID (the Email Address associated with the account) and Password.
Click Log In. You are taken to the Billing Portal Overview page. (See LINK, below.)

NOTE: To sign out of the Billing Portal, click the account name in the upper-right corner of the page and choose Sign Out.