System Managers can change the users; branch office, their default licence, and specify if they are a contractor.

  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 button to save and close.


Change firm details for a user - process


Last Updated: 5 October 2020