Granting Accountant Access with Rho Bank
Edited
Please grant TristanCPA access to Rho Bank by following the instructions below.
Log in to your account.
Click on the Admin button on the left toolbar in your dashboard.
On the following page, click on the Team Settings tab at the top of the screen.
Click on the Add Team Member button located above the list of existing users.
In the corresponding popup, enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Click Add Team Member.