Granting Accountant Access with DEAR Systems
Edited
Please grant TristanCPA access to DEAR Sustems by following the instructions below.
Log in to your account.
Navigate to Settings → Users & Roles.
On the "Users & Roles" page, click Invite a User.
On the Invite new user window, enter TristanCPA's email:<DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Then click Send.
Navigate again to Settings → Users & Roles.
Click on TristanCPA's user.
On the Details page, select Full access for all available permissions.