Granting Accountant Access with Zoho Invoices
Edited
Log in to your account.
Click on the Gear icon and select Users & Roles . Click on the Invite User button provided on the top right hand side of the Users page.
Enter:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Choose Admin Role.
Click Send button to send the email invitation.