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Advisor Access for Xero

ADVISOR ACCESS FOR XERO

Please Add us as your Advisor to your Xero file.

When onboarding with us, the team needs access to your file so we can provide the best possible service to you. This is why we request Advisor Access with user permission is import.

Click on the Your Business Name in Xero on the top left.

Select Xero Settings from main menu.

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Select Users from Organisation Settings

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Select the green button on the right Invite User.

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Enter in details to invite Clayton to the organisation.  – [email protected]

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Select Advisor level access and tick Manage Users from the bottom options.

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Now we will have the access to allow the team to help when you need it most.