How to delete an existing Actionstep account or set of books
Navigate to the
Icon in the top right corner of your account.Select Account Settings from the drop-down menu.
Scroll down to Integrations.
Under Actionstep, click Manage.
A pop-up window will display the Actionstep accounts currently linked with CASEpeer.
To delete a linked account click the dropdown to the right of the account you'd like to remove.
Select Delete.
NOTE: This can only be done if you have more than one linked Actionstep account and are a firm administrator or someone with the administration settings page access advanced permission.