Granting Accountant Access with Shopify Partner/Developer

Edited

Please add TristanCPA as a staff member to your Shopify Partner account using the instructions below. You need to be the store owner, or have the Edit permissions and Add and remove staff permissions to add staff.

Steps:

  • Login to your Shopify Partner account.

  • From your Shopify admin page, click Settings, and then click Users and Permissions.

  • Click Add staff.

  • Enter:

  • First Name: TristanCPA

  • Last Name: Accountant

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

  • Under "Permissions", ensure that TristanCPA has access to Payouts plus any other reporting you'd like us to refer to.

  • Click Send invite.