Actionstep is jam-packed with all the practice management technology you need to run your firm, and at the heart of Actionstep is the powerful tool of customisation. Through customising documents, workflows and system functions, you can shape and design Actionstep to suit and support your firm’s way of practice.
Your firm’s Power User is the ‘on the ground’ user and ‘go to’ person who possesses the knowledge, understanding and power to customise, change and enhance your firm’s Actionstep system. Who would be the Power User in your firm?
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.
There are three sessions in this Power User Masterclass series.
We will provide training on:
These are highly beneficial and intensive sessions with limited availability of only 10 seats to ensure each attendee receives direct, one on one training and assistance specifically relevant to your firm.
SESSION 1 of 3 – The Ins & Outs of Administration Settings
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.
If you are not already using Actionstep’s new Enhanced Billing Mode (EBM), please let us know so we can tailor the class accordingly.
Click to expand