Granting Accountant Access with Justworks
Edited
Please grant TristanCPA access to Justworks by following the instructions below.
Navigate to the Employees tab under "Manage" on the left navigation bar.
Click Add at the top-right to add a new employee.
Add the new user as an Admin.
Enter TristanCPA's information:
Employment type: 3rd Party Admin / Accountant
First name: TristanCPA
Last name: Accountant
Add Start Date: (Today's Date)
Office: Remote from home
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
In the left navbar, under "Company", select Permissions.
Make sure our user has permissions under View invoices & reporting, View basic employee information, and Upload & view all documents.