Granting Accountant Access with ShipBob

Edited
  • Log in to your account.

  • Go to Account settings.

  • Click on Manage Users tab at the top right.

  • Enter TristanCPA's email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided, and click on Invite Account. TristanCPA will receive an invite to activate our user

  • Once TristanCPA activates our user, please update our permission to Client Admin.