Adding New Attorneys

Overview

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

Steps

1. Start on the Dashboard Page, select Miscellaneous.

2. On the Miscellaneous drop-down menu, click the Manage Firm Settings.

3. Enter the new user’s  First Name (required field).

4. Enter the new user’s  Last Name (required field).

5. Click the Add Attorney button.