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

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:

Email:

Password:

5. Then click Create User button