Granting Accountant Access with Affirm

Edited

The master admin must follow these instructions:

  • Log in to Affirm.

  • On the main page, go to Settings > Users.

  • Click the blue plus sign button to add TristanCPA as a user.

  • Enter <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

  • Choose the "Non-Administrator" permission level.

  • Click Save Changes.