Granting Accountant Access with Braintree
Edited
Please grant TristanCPA access to Braintree by following the instructions below.
Log in to your account.
Go to Settings by clicking the "gear" icon in the top right corner.
Select Team from the drop-down menu.
Click New User at the top of the page.
Enter TristanCPA's information:
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
API access: Yes
Roles: "Transactions" and "Reports" (select "Merchant Statements" as well if that's a separate option).
Click the Create User button.