Setting up a third-party login for Upserve gives your Bench bookkeeping team access to your Upserve 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 Upserve Business online merchant account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users

Part 1: Create an Accountant Role :

1. Log into your UpServe HQ

2. Navigate from ’Users & Roles’ to ‘Roles’

3. Click ’Analytics’

4. Click ’Create New User Role’

5. Enter the following information:

Name: Accountant

6. Click ’Create’

7. Uncheck all of the Analytics and Payments report permissions except the ones under the ‘Finance’ and 'Custom Reports' categories.

8. Leave the 'Receive Daily Journal/Shift Prep email' permissions unchecked

9. Click ’Save Changes’ at the bottom of the screen

Part 2: Assign Bench to the Accountant Role:

1. Navigate to Users & Roles

2. Click ‘Users’

3. Click ‘Create User’

4. In the ’Tools and Analytics’ section, select the ‘Accountant’ role that we created

5. In ’User Details,’ enter the following information:

First/Last Name: Bench Accounting

Email Address: thirdpartylogins+business.name@bench.co

Phone: 6504660173

6. Click ‘Create’ at the top of the screen to save the 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 Upserve reports directly, no action needed from you going forward. If anything changes with your Upserve 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.

Log-in Link: Upserve

Source Material: Upserve by Lightspeed Knowledge Center