Granting Accountant Access with Rippling

Edited

Please grant TristanCPA access to Rippling by following the instructions below.

  • Log in to your account as a Super admin.

  • Navigate to the Settings "gear" button from the lefthand menu.

  • Go to the Permissions tab > Permissions profiles.

  • Click New Permission Profile.

  • Enter TristanCPA's information:

  • First name: TristanCPA

  • Last name: Accountant

  • Under “Select a template or start from scratch”

  • Select “Accountant”

  • Select “Create Permission Profile”

  • Click the icon located next to TristanCPA Accountant under “Assigned to people”

  • Click “ Add Assignee.”

  • Name: TristanCPA Accountant

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

  • Click Save.