Granting Accountant Access with TripActions
Edited
Log in to your account.
Click on the Invite User button in the Users tab of your Admin Dashboard.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Grant TristanCPA's permissions:
Click on TristanCPA's name in the User tab of the Admin Dashboard.
Click on the gear icon to the right of their name.
Click Grant Admin.