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Password Help
Creating or Resetting your Password After signing up for CustomBooks™, you'll receive a welcome email with a link to create your password. If you can't find this email, follow the steps under Password Help below. If the issue persists, please contact ...
How do I change the email address of a user?
Updating User Email Address For audit and security reasons, CustomBooks™ does not allow the direct modification of a user’s email address once it has been saved. This policy ensures the integrity and traceability of all transactions and activities ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
Admin Tools: Active User List
Overview The Active User List feature in CustomBooks™ allows administrators and authorized users to view which users are currently logged into the system. This tool helps monitor account activity, improve security oversight, and assist with ...
How to Change the Subscription Owner in Custombooks™
Overview In Custombooks™, the subscription owner holds the highest administrative authority within an account. They manages billing, account settings, and administrative responsibilities, so transferring ownership is essential when roles or team ...