Changing Your Email Address

Overview

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

Steps

1. Start on the Dashboard Page, select MISCELLANEOUS.

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

Under the User Settings, Select EDIT.

Type your new email address into the email field.

Select Update User.

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