Granting Accountant Access with WooCommerce

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  • Log in to your account.

  • On the left, you will see a Dashboard. Scroll down, and select Users.

  • Select Add New.

  • Enter TristanCPA's information:

  • Username: ClientNameAccountant1

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

  • First Name: TristanCPA

  • Last Name: Accountant

  • Make sure the Send User Notification box is checked

  • Role: Accountant

  • Click Add New User at the bottom left.