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PowerUser Masterclass Series (Bris)
Session 1 of 3 - The Ins & Outs of the Actionstep Administration Settings 
Proudly provided and hosted by Nymbus Business Services

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Actionstep is jam-packed with all the practice management technology you need to run your firm. 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 PowerUser 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 PowerUser in your firm?

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

Over three sessions that will make up this PowerUserMasterclass series, we will provide training on:

  1. Administration settings including system user permissions and objectives, report and menu permissions.
  2. Developing and designing custom workflows (session date TBA).
  3. Document coding and automation (session date TBA).

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.

If available to you, we recommend you bring your own laptop to access your Actionstep account during the session.

Please note this Masterclass will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise and we can tailor our class accordingly.


EVENT DETAILS - BRISBANE

Thursday 19 April 2018
Arrival time: 8.45am
Session time: 9.00am to 12.00pm

Workspaces
Level 18, 324 Queen Street
Brisbane QLD 4000

Price: $300 + GST per person per session

Maximum 10 attendees

Morning tea provided

Contact Details

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