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 Trading name - Business Edge Advisors - Business Edge Advisors](https://www.edgea.com.au/wp-content/uploads/2022/02/Select-Xero-Trading-name.png)
Select Xero Settings from main menu.
![Select Xero Settings - Business Edge Advisors - Business Edge Advisors](https://www.edgea.com.au/wp-content/uploads/2022/02/Select-Xero-Settings.png)
Select Users from Organisation Settings
![Select Xero users - Business Edge Advisors - Business Edge Advisors blank](https://www.edgea.com.au/wp-content/plugins/wp-fastest-cache-premium/pro/images/blank.gif)
Select the green button on the right Invite User.
![Select Invite User - Business Edge Advisors - Business Edge Advisors blank](https://www.edgea.com.au/wp-content/plugins/wp-fastest-cache-premium/pro/images/blank.gif)
Enter in details to invite Clayton to the organisation. – [email protected]
![Claytons Xero Access details - Business Edge Advisors - Business Edge Advisors blank](https://www.edgea.com.au/wp-content/plugins/wp-fastest-cache-premium/pro/images/blank.gif)
Select Advisor level access and tick Manage Users from the bottom options.
![User Access Settings - Business Edge Advisors - Business Edge Advisors blank](https://www.edgea.com.au/wp-content/plugins/wp-fastest-cache-premium/pro/images/blank.gif)