Introduction

In order to access ActionStep a contact record requires a Login record. Once a contact has a Login then that contact is also referred to as a "System User".

Step 1: Creating a Login 

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You can then "Invite" the person by clicking the Logins tab in their contact record which you will see immediately after saving the new contact record (as in the screenshot below).

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Here is a video explaining how to do this:

Step 2: Add New System User

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