Granting Accountant Access with Monday.com

Edited

Please grant TristanCPA access to Monday.com by following the instructions below:

  • Log in to your account.

  • Click on the Invite Members icon in the left panel.

  • Enter TristanCPA's information

  • Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

  • Permission: Viewer (read-only)

  • Click Invite.