Changing Your Email Address


This tutorial will walk you through the steps to change your e-mail address in TrustBooks.  


  1. From the Navigation Pane, select MISCELLANEOUS.

  1. On the drop-down menu, select Manage Firm Settings and then Manage Users.  

  1. Under the User Settings/Actions, select EDIT.

  1. Type your new email address into the Email field. 

  1. Scroll to the bottom and select Update User.   

If you need to reset your password in order to log in, please follow the steps in the support article below:

Resetting a Forgotten Password - TrustBooks Knowledge Base