Granting Accountant Access with HubSpot
Edited
Please grant TristanCPA access to Hubspot by following the instructions below.
Log in to your account.
In your HubSpot account, click the settings icon settings in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
In the upper right, click Create user.
Enter TristanCPA's email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Next.
Grant TristanCPA permissions: View only
Click Next.
Click Send.