System Managers can change the users; branch office, their default licence, and specify if they are a contractor.
- Display the Maintain Firm screen.
- Select the Users tab.
- Select a new branch from the Firm Office drop down list to associate a user with another office in your firm.
- Select a different licence from the Default Licence drop down list to change the default licence for a user.
- Check the Contractor check box to identify a user as a Contractor if applicable.
- Click to save and close.
Last Updated: 5 October 2020