Granting Accountant Access with ShipStation

Edited

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

  • Log in to your account.

  • Click on the gear icon on the top, right corner.

  • Under "Account," go to Users.

  • Click + Add a User Account.

  • In the "Information" tab, enter TristanCPA's information:

  • Username: ClientNameAccountant1

  • Full Name: TristanCPA Accountant

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

  • Click Save.

  • In the "Permissions" tab, enter TristanCPA's information, select the following permissions:

  • Customer Management

  • Inventory Management

  • Product Management

  • Reporting

  • Click Save