Managing User Accounts

Overview

This tutorial will walk you through the steps to edit users in TrustBooks.

Steps

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

2. On the Manage Firm Settings page, select Manage Users. 

3. Select Edit next to the user you would like to update. 

4. Edit the fields for the user.

You will need to provide the user password. 

5. Then click  Update User button