Requesting Xero Access with User Management Rights

Introduction

To efficiently process a fund in Tax Sorted using your clients Xero Ledger, you only need to be added once by your client—with the right permissions. Instead of having your client add each staff member from your team, request access with the "Can invite new users, edit user roles and delete users" permission. This allows you to manage team access yourself without needing further client involvement. Share the steps outlined below in the article with your client.

Inviting New User From Xero 

Step 1: Click on the Organisation drop-down and select Settings.

Step 2: Click on Users.

Step 3: On the Users page, click Invite a user.

Step 4: Enter the First Name, Last Name, and Email of the user.

Step 5: Scroll down and select Business and accounting access.

Step 6: Choose Standard or Adviser access level.

Step 7: Under Edit Settings, tick the checkbox Can invite new users, edit user roles and delete users.

Step 8: Click Send Invite.

Editing Existing User Access in Xero

Step 1: Click on Organisation drop-down and select Settings.

​

Step 2: Now, click on Users.

Step 3: If user already exists, click on user's name.

Step 4: Under Edit Settings, tick the checkbox Can invite new users, edit user roles and delete users.

Step 5: Click Update Permissions to save the changes.

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.

• Related Articles

• Journal Management: Add, Save, View, Edit, Delete & Send to Xero

  Introduction Tax Sorted allows you to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive financial analysis, delete incorrect entries efficiently, and edit existing entries ...

• Creating Staff - (Non-Xero Users)

  Introduction Here's how you can easily add your non-Xero users as staff in Tax Sorted to enable them to log in and start preparing workpapers. Staff members can have one of the following statuses: Invited: Displayed after sending an invitation. The ...

• Connecting Clients with Xero Ledger

  Introduction To seamlessly prepare workpapers, you need to connect the clients imported in Tax Sorted to Xero Ledger as the financial data is imported from Xero Ledger. This guide will show you how to connect or disconnect with Xero Ledger. Green ...

• Importing Clients From Xero

  Introduction Easily import all your clients from Xero to Tax Sorted with just a few clicks. The import process includes important details such as ABN, Entity Type, Group, and Financial Year, ensuring that your client information stays current and in ...

• Essential Settings To Access Tax Sorted

  Introduction The steps shown in this article are all about giving the right access to your staff before they can login to Tax Sorted. You'll need to make sure you've allowed the required access in Xero XPM. Follow the simple guide below to get ...