Granting Accountant Access with Comerica

To create a TristanCPA read-only user:

• Select Self Service in the upper right corner.

• Under Access Manager, click Sub User Management.

• Click Add a New User.

• Complete the the remaining with the following:

• First Name: TristanCPA

• Last Name: Accountant

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

• User ID: ClientNameAccountant1

• For access, select Read Access

• Finally, confirm details and click Done.