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D2 Change Firm Details for a User

System Managers can change the branch office of a firm a user works for, change the default licence assigned to the user and specify if the user is a contractor.

Maintain Firm screen.
  1. Display the Maintain Firm screen:
    • Click System Administration icon to display the External System Administration screen.
    • Select Firm | Maintain Firm... to display the Maintain Firm screen.
  2. Select the Users tab.
  3. Select a new branch from the Firm Office drop down list to associate a user with another office in your firm.
  4. Select a different licence from the Default Licence drop down list to change the default licence for a user.
  5. Check the Contractor checkbox to identify a user as a contractor if applicable.
  6. Click OK to save and close.
<< Index | Back to D1 - Change firm details | On to D3 - Change a user's privileges >>