Granting Accountant Access with Deel

Edited

Please grant TristanCPA access to Deel by following the instructions below.

Log in to your Deel account.

  • Select the Organization Settings tab on the dashboard and click the *Managers tab

  • click Invite Manager

  • Enter TristanCPA's information:

  • First Name: TristanCPA

  • Last Name: Accountant

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

  • Role: Accountant or Viewer (Sensitive Data)

  • Leave all Additional permissions off

  • Click *Next

  • Check the box next to all teams within your organization

  • Then click Invite and Assign

TristanCPA will be sent an email to <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided to accept your invite.