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

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1. Access to your Chargebee with admin or owner permissions

2. The email address provided by your bookkeeper (formatted as thirdpartylogins+business.name@bench.co)

Note: Your bookkeeper will confirm the exact email address to use for your account before you begin.

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1. Log in to your Chargebee account

2. Navigate to your Settings and select ‘Team Members’

3. Click ‘Invite Members’

4. Enter the email address: thirdpartylogins+business.name@bench.co

5. Under ‘Select user access level,’ choose ‘Assign roles (restricted access)’

6. Check the box labelled ‘Finance Executive’

7. Click ‘Invite’ in the top right corner

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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 Chargebee reports directly, no action needed from you going forward. If anything changes with your Chargebee account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

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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Chargebee Login: Link

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