Granting Accountant Access with Insperity
Edited
Please create a non-employee user account for TristanCPA access by following the instructions below.
Go to Security, and click Client Users
Click +Add New
On Client User page, enter:
User name: TristanCPA Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Save.
On Contact page, enter:
First name: TristanCPA
Last name: Accountant
Types of Contact: None
Click Save.
On Role Membership page, enter:
Skip for now.
Leave Organization Access as "none".
Leave Organization Access as "Pay Group Access" as empty
On Reports Group Access page:
Select Standard Reports
Leave Client group Access and Restricted Field Access as blank.
Save.