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

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1. Access to your Community First Credit Union online account

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 into your online Community First Credit Union bank account

2. In the Business Banking tab, click 'Entitled Users'

3. Click 'Add user' in the top right-hand corner

4. Enter the following credentials:

First Name: Bench

Last Name: Accounting

Email: thirdpartylogins+business.name@bench.co

Phone Number: 650-466-0173

Username: Bench(benchID)

Password: Benchb00ks!

5. Click Save

6. To assign the correct permissions, use this guide to walk through granting 'View Access' to relevant accounts

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

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When you message your bookkeeper, they will immediately change the temporary password

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.

• Community First Credit Union Website