The correct steps to provide us with access to your Xero file. This access allows us to provide and remove access to staff members within our business.
Author: Emma Klymenko
2. Click on Your Business Name
3. Click on "Settings"
4. Click on "Users"
5. Click on "Invite a user"
6. Add first name as "Emma"
7. Add last name as "Klymenko"
ℹ️ You'll now need to select what access we have - please provide access as requested below. By providing the requested access, this avoids us needing to contact you to provide further access at a later stage.
9. Select "Payroll admin"
10. Select Business and accounting
11. Select "Advisor" access
12. Check "Can invite new users, edit user roles, and delete users"
This is particularly important as it allows us to provide access to other people within our team
13. Click on Send invite
