Adding a Xero User
We frequently need new clients to add us as a user to their Xero organisations so we can access the financial information.
These instructions will take you through step-by-step on how to do that:
- Click on the organisation name, select Settings, then click Users.
- Click Invite a user.
- Enter the new user's first name, last name and email address; Samantha Linggard, email@example.com
- Select which features you want them to access, and a user role for each feature -please select Adviser role and make sure Manage Users is 'ticked'
- (Optional) Click Add a personal message, then enter an email message.
- Click Send Invite.
The reason we ask for the ability to manage users is because we all have our own individual log ins for Xero, so we can track who makes what changes. Without this option we wont be able to give the correct access.
As always, please let us know if you need help when doing this.