Adding a User

Overview

This tutorial will walk you through the steps to add a user in TrustBooks.

Note: You can only add a user if your account is designated as an Administrator that has admin rights.

Steps:

1. Start on the Dashboard Page, select MISCELLANEOUS then Manage Firm Settings. 

2. The Manage Firm Settings page is displayed. Choose Manage Users. 

3. Select ADD USER. 

4. Enter in Data 

The First Name:

The Last Name:

Email:

Password:

5. Then click Create User button