This article contains information relating to features available in Actionstep's Express, Pro, and Practice Pro + Accounting products.
In this article, we'll examine a common question: "Can I change the email address associated with a login?"
Overview
Currently, Actionstep does not allow users to change the email address associated with a login. However, you can remove a user's existing login and add a new login associated with the correct email address.
A common example of this is when an administrator added a user using a personal email address or a user's email has changed. For example, maybe Jones law firm added a login for Susan Stevens but they associated the login with susan@gmail.com instead of susan@joneslaw.com
Step 1: Edit the contact record
Edit the user's contact record to reflect the correct email address.
Step 2: Remove the existing login
Navigate to Admin>Permissions>System Users check the box that corresponds with the user that you would like to delete and then select "Edit". Scroll to the bottom of the form, check the "I accept the changes to my subscription" box and then select "Delete"
Step 3: Add the new login
Add a new login using the same contact record.