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