Setting up a third-party login for Veem gives your Bench bookkeeping team access to your Veem 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.
1. Log in to your Veem account
2. On the left-hand side of the dashboard, click on the ’Settings’ tab
3. Select the ‘Users’ tab along the top navigation bar
4. Click ‘Add user’
5. Enter the following information:
Email: thirdpartylogins+business.name@bench.co
First Name: Bench
Last Name: Accounting
User permissions: Accountant User
6. Click ‘Send Invite’
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 Veem reports directly, no action needed from you going forward. If anything changes with your Veem 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: Customer App
Source Material: How to Add a User