Granting Accountant Access with Airtable

Edited

Please grant TristanCPA access to Airtable by following the instructions below.

  • Click on the big green share button in the header for your team.

  • Within the workspace share dialog, underneath where it says Invite by email:

  • Type in TristanCPA's email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

  • Select the permission level: Read Only.

  • Click the blue Send Invite button.