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How do I add or delete a user in the program?

To ADD a user to the program:

  1. Log in to the program as the DEFAULT user
  2. Select User Setup from the Configuration Menu
  3. Select Add and select the user number, name of the user and the user’s initials.
  4. Click on the Directory Tab and ensure that the directories are correct.

Note: if the directories are in red writing, this indicates that they are incorrect.

  1. To correct the directories, uncheck Adopt Defaults if it is checked off and click on the magnifying glass beside each directory to point the path to the correct location.

(Example: If the program is hosted on a server, the path could look like so; Z:\TCWIN\MASTERS, Z:\TCWIN\DATA, etc)

To DELETE a user from the program:

  1. Log in to the program as the DEFAULT user
  2. Select User Setup from the Configuration Menu
  3. Click on the username you would like to delete and select the Delete button
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Comments

  • Avatar
    Trish

    I used these instructions to change the username of a clerk who longer works at our firm to that of a new employee using the "Edit" button instead of "Delete" and "Add". Thank you!

  • Avatar
    Kristen

    You're welcome!