Adding a User
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.
1. Start on the Dashboard Page, select MISCELLANEOUS
2. On the drop-down menu, click Manage firm Settings. Then Manage Users.
3. Select ADD USER
4. Enter in Data
The First Name:
The Last Name:
5. Then click Create User button