Actionstep has a comprehensive set of permissions, allowing you to control exactly what information and functions each of your users has access to. Want someone to be able to create a draft invoice but not approve it? Or to see trust balances but not enter any transactions? Easy!
Join us for this 45 minute webinar to learn how to:
- Add and remove users from your account
- Create new system roles and edit existing ones
- Edit specific permissions for each role
Please Note: This session is designed for users of the Enterprise platform. Permission options available in Express and Practice Pro are not covered in this webinar.