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Actionstep have updated the My Profile page under the Enhanced Billing Mode upgrade. If your system has not moved to this upgrade this screen and its functions may not yet be available to you, though you will find many of the options under the menu found by hovering over your name at the top of the Actionstep screen.
The My Profile page is a place where an individual user can set the preferences that they would like to have for different parts of Actionstep including the time sheet and emails as well as other options.
Accessing the My Profile page
To get to the My Profile page, click on your name at the top of the Actionstep screen, beside the Help menu.
The sections of the My Profile page
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Some sections of the My Profile page are conditional. They will only show if there are values to be applied to those settings for your system. |
Contact Information
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This section will display essential details that Actionstep has about you based on the information stored in your contact record. You can change the details by updating your contact record in this system. There is a button to the right to be able to open your contact record.
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The name, password and timezone fields entered onto the My Profile page are applied to multiple systems (if you have access to more than one Actionstep system). |
Timekeeping
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In this section, you set values used in the timesheet and timekeeping in Actionstep.
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Some systems like to record all income from a users time record to specific general ledger accounts. For example, to an income account for that user or that users team.
This field sets which income account to use when fees for this user are invoiced.
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On your timesheet screen, you will see the days of the week allowing you to navigate to any particular day. Each day contains a bar to indicate how much of your day is recorded on your timesheet. Populate the Work hours per day to set the target that this user should work towards each day.
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On your timesheet screen, you will see the days of the week allowing you to navigate to any particular day. By default, this does not include weekends.
Switch on the Show weekends on timesheet button to add weekends to this screen.
API Permissions
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External programs can access and update data in Actionstep through the Actiontsep API. If you use a third party system that accesses Actionstep through your login to this system, it will be displayed and set here. To learn more about Actionstep's API and how you can build a program that will work with it, click here: Actionstep API. |
Landing pages
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Set which page will open when you are navigating through Actionstep like when you first sign in or when first opening a matter.
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Heads up
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Heads up rules are rules that create emails, designed to send you information or summaries of data contained within a list view. In this section of the My Profile page, you can access and manage the rules you have created. See Using Heads Up for more details on how to create new Heads Up rules. Any Heads up rules that you have created will be listed. Clicking on the rules title or description will open that rule. You can click the Mange heads-up rules button to be able to see a list of Heads up rules with further functionality like testing the rules. The Aggregate rules into one email option will take any Heads up rules that you have set up to be sent on the same day and time and combine them into one. Switching this off will mean that each Heads up rule will send a separate email. This option will not appear if you only have one or fewer Heads up rules in place. |
Outbound email
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This sections sets preferences for how emails that are composed and sent from Actionstep will be treated.
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My "From" name
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Actionstep does have a setting where an administrator can set the signature for all users. If you would like to use your own custom signature, added automatically to your outgoing emails you can switch this on.
Once switched on you can enter in the signature in the box to below. The standard Actionstep email formatting will be available in the toolbar above the field.
Password
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Actionstep enables Administrators to control how often your passwords must be changed (see our admin section on Password Policies for more details on how to set these up). If your password does expire, you will see when the password was last updated and when it will be required to be changed again. There is also a button to the right to be able to change the password that you access Actionstep through.
You are also able to activate or deactivate 2-step authentication in this section. 2-step authentication will make your login more secure by requiring another validation step when you login. Learn more about 2-step authentication here: 2-step authentication. |
Locale
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This section lets you set what day should be the first day of the week and timezone.
The day of the week will change the weeks as they appear on your calendar, your timesheet and within date select widgets in Actionstep. There is also the option to use the default options set against your database.
The Timezone is used to set your current timezone. If you choose a timezone that is different from the default, then items in your calendar will be updated accordingly.
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The name, password and timezone fields entered onto the My Profile page are applied to multiple systems (if you have access to more than one Actionstep system). |
Abbreviations
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Create abbreviations to be used in your time records, disbursements, files notes and scratch pads. To add a new abbreviation, click the Add row button and enter in the abbreviation and what text it will show when entered into Actionstep. To edit a record merely click on it and make changes. You can remove an abbreviation by clicking the cross to the right of it. See Abbreviations / Short Codes for more details. |
Application Settings
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Set general preferences for sounds, how many rows in a view and if links will open in new tabs.
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Actionstep displays lists of matters, tasks, contacts, invoices and other items. Using this field, you can choose how many records will appear on one screen in a list. If more records exist than the number you set here, then you will be able to move to the next page of records.
Pages with list views with load minutely slower if there is a larger number set.
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When set to off, Actionstep will open a link that you click on in a page within the same tab of your browser. If it is set to on, Actionstep will open that link in a new tab on your browser.
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This will reduce the number of links that open in new tabs but some links will continue to open in a new tab. |
A link will be a button or item you click on within a page that is not part of a menu.
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When set to off, Actionstep will open any option you in a menu that you click on in a page within the same tab of your browser. If it is set to on, Actionstep will open that link in a new tab on your browser.
Examples or menu items are the options in the navigation bar at the top of Actionstep or on your matter (matters, contacts, etc).
Inbound email
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Emails can enter Actionstep through a dedicated built-in mailbox or through an external mailbox configured to your system (see Email Admin to learn more). This section controls how emails that arrive through those means get treated.
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Note that these settings will not be applied to any emails that are placed into Actionstep through Actionstep's Outlook plugin or Actionstep's Google Gadget. |
The Alerts switch controls if you are alerted to new emails. the alerts are presented to the user in the "Email" option in the alert bar that appears at the bottom of the screen. If this is switched to "off" then the Email option from the alert bar is removed.
If an email arrives into Actionstep and is assigned to your inbox you can have that email forwarded, automatically, to your own email account. The email address that it will be forwarded to will be the one loaded against your contact record.
Users use this option to ensure that they do not have to check emails in Actionstep and their personal mailbox. Because emails in Actionstep are forwarded to their email address they only have to monitor the one location. Set Forwarding to "on" to allow this.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360000952628-My-Profile |