Requesting Xero Access with User Management Rights

Introduction

To efficiently process a fund in Workpapers 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.

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