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

2. On the drop-down menu, click Manage Firm SettingsThen 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 this password. 

5. Then click Update User button