System Managers can change the users' branch office and their default user access type.

  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 user type from the Default User Access Type drop down list.
  5. If applicable, select the Contractor check box.
  6. Click OK to save and close.
Maintain Firm screen with Steps highlighted