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

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

3. Under the User Settings, Select EDIT

4. Type your new email address into the email field.

5. 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.

http://support.trustbooks.com/article/61-resetting-a-forgotten-password