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.

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