Actionstep Masterclass: Admin Options; the back-end settings of Actionstep

Actionstep Masterclass: Admin Options; the back-end settings of Actionstep

Lunch & Learn

Your firm’s Power User is the ‘on the ground’ user and ‘go to’ person who understands all the in’s and out’s of Actionstep’s powerful practice management technology.

Each attendee will leave our Masterclasses with the knowledge and skills in each area to be an exceptional Actionstep Power User and bring this benefit back to your firm.

These highly beneficial and intensive sessions have a limited availability of only 10 seats. This ensures each attendee receives direct, one-on-one training and assistance specifically relevant to your firm.

Session 1 of 3 - Admin Options; the back-end settings of Actionstep

Proudly presented by: Verlata Consulting

Verlata Consulting

This Masterclass is the first of three sessions. It will focus on the administration settings in Actionstep and will include features found in the permissions menu, editing system roles, system objectives, report permissions and menu permissions.

We highly recommend you bring your own laptop to access and work in your Actionstep system during the session, and if you are not already using Actionstep’s new Enhanced Billing Mode (EBM), please let us know so we can tailor the class accordingly.

Location & Dates

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Price: $300 + GST per person

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