Granting Accountant Access with Carta
Edited
Please grant TristanCPA access to Carta by following the instructions below.
Log in to your account.
Navigate to Roles and Permissions under Settings
Click Add user
Fill in TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Titles: Accountant
Permissions: Company viewer
Click Add user