C - Change firm details for a user


C - 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.
  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 check box to identify a user as a Contractor if applicable.
  6. Click OK to save and close.
 
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