Granting Accountant Access with Abacus
Edited
Please grant TristanCPA access to Abacus by following the instructions below:
Log in to your account.
Toggled to the Admin tab in the top left hand corner of the navigation bar.
Click on People in the left panel under Team Cards.
Click the blue Invite Team Members button in the upper right corner.
Enter TristanCPA's email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Invite.
TristanCPA will receive an email with an invitation to join your Abacus account.
Once we accept our invitation:
Go to the People in the left panel under Team Cards.
Edit the "TristanCPA Accountant" user by clicking the blue "pencil" icon.
To assign Admin role, select: Yes.