Granting Accountant Access with Santander

Administrators have the ability to create new users.

• Navigate to the Administration tab and select Manage Users.

• Select Create new user.

• Enter TristanCPA's information:

• User ID: ClientNameAccountant1

• First Name: TristanCPA

• Last Name: Accountant

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

• Role: Account Operator

• Enable Date: ASAP

• Press Review.

• Review and click Enable.

• Click Manage Entitlements.

• Under the "Access Levels", select the following:

• Security Level: Systems administrator

• Approvals: No approvals

• Confidential EFD Access: No access

• Payment Limits: Set customer limits: 0

• Access Schedule: Unlimited access

• Under "Accounts Function and Data Service Entitlements", enter for User Entitlements:

• Custom: View only access to all of your accounts (account reports: statements and transaction activity).