1. Log in to Mercury
2. Navigate to the "Settings" tab and click on "Team"
3. Select "Add user" and us with "Bookkeeper" permissions
4. Input the following information
First name: Flow
Last name: Finance
Email: Please use your account specific FlowFi email address!
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.