Granting Accountant Access with Mercury
Edited
Please grant TristanCPA access to Mercury by following the instructions below.
Log in to your account.
Click the icon with your initials and navigate to the Settings page from the dropdown menu.
Select Team in the left sidebar.
Click the Invite a Team Member button at the bottom of your team page.
Type in TristanCPA's details and select "Accountant" as the account type in the Role dropdown.
First Name: TristanCPA
Last Name: Accountant
Work Email Address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Submit the form and you're set.
For further help, please email help@mercury.co.