Setting up a third-party login for Braintree gives your Bench bookkeeping team view-only access to your Braintree Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

• A Braintree Business online merchant account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users
• Your Bookkeeper's email address

Part A — Create the Role:

1. Log in to your Braintree Control Panel.
2. Click the gear icon (top right) → Team → Roles tab → New Role
3. Name the role "Bench Accounting"
4. Select the following permissions:
   Reporting: Create, Run, and Download Reports; View Dashboard Graphs
   Statements: View Statements
   Read-Only Access: View Transactions; Download Files
   Search: Search Transactions
5. Save the role

Part B — Create the User:

6. Under the Team section, click New User
7. Enter the bookkeeper's email address: thirdpartylogins+business.name@bench.co
8. Set API Access to disabled (No)
9. Assign the role created in Part A
10. Select the applicable merchant accounts
11. Click Create User.

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Braintree reports directly, no action needed from you going forward. If anything changes with your Braintree account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

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I'm not sure what to use for the email address.
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

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Log-in Link: Braintree Gateway Login | PayPal Braintree

Source Material: Creating Users link

Roles/Permissions: link here