Granting Accountant Access with Harvest
Edited
Please grant TristanCPA access to Harvest by following the instructions below.
Log in to your account.
Go to Team and click the + Add Person button.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Click Save and Invite Person.
An email will be sent to TristanCPA to create a password.