1. Log into Settle dashboard
2. Click on "Settings" and then "Team"
3. Select "Invite New Team Member" on the bottom right
4. Add us as a "Viewer"
First Name: Flow
Last Name: Finance
Phone number: 310-876-2272
Email: accounting@flowfi.com
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.