Granting Accountant Access with Bank of West
Edited
Log in to your account.
Select the Services & Support tab.
Then click Manage Shared Users under “Business Services.”
Click Add Shared User.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Access: Select "Restricted" and then grant "View only" access
Username: TristanCPAAccountant1
Password: Set a temporary password and save it below.
Save the new user and return to the Manage Shared Users page.
Select Modify Shared User from the dropdown menu under “Actions.”
Choose the Access tab and grant TristanCPA access to all business related accounts.