Granting Accountant Access with Veem

Log in to your account and click "Settings"

Click on "Users" and then press the "+Add User" button.

Fill out the form as follows:

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

First name: TristanCPA

Last name: Accountant

Role: Accountant

Press "Save"