Essential Settings To Access Workpapers Sorted

Introduction

The steps shown in this article are all about giving the right access to your staff before they can login to Workpapers Sorted. You'll need to make sure you've allowed the required access in Xero XPM. Follow the simple guide below to get everything set up in Xero XPM so you can login without any hassles. If you're unable to login to Workpapers sorted, refer to the steps given below:

Step 1: Login to Xero XPM.

Step 2: Now click on Business > Practice Manager > Staff as shown in below images.

Step 3: Click on the three dot icon alongside the name of the staff whom you want to allow the access to Workpapers Sorted and select Edit Staff Details.

Step 4: Select Permissions > Practice Administration.

Step 5: Check if you have turned on the Connect third-party add-ons option. Hit Save once done.

You will now be able to login to the Workpapers Sorted account through Xero.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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