Granting Accountant Access with Melio
Edited
Please grant access to Melio with the instructions below.
Log in to your account.
In Melio’s left-hand toolbar, select Settings.
Click on Manage users.
Here you can select Invite user.
TristanCPA's information:
User's role: Accountant
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Send invite.