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Granting Accountant Access with Authorize.net

Edited

Please grant TristanCPA access to Authorize.net by following the instructions below.

  • Log in to the Merchant Interface.

  • Click Account from the main toolbar.

  • Click User Administration in the main left side menu.

  • Click + Add User.

  • Select "Account Administrator" as user type, and click Next.

  • Enter TristanCPA's information:

  • Login ID: ClientNameAccountant1

  • Name: TristanCPA Accountant

  • Title: Accountant

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

  • Click Submit.

  • Click Request Pin to send a pin number to your email associated with your ID.

  • Retrieve Pin from email, and enter it the screen.

  • Click Verify Pin. When Pin is verified successfully you will see: "Identify Verified".

After verifying, a message will appear notifying you that our user has been successfully created. TristanCPA will then receive an activation email to complete our access.