How to Invite a User in Xero
- Jeanette Lingard |
- 11 steps |
- 20 seconds
1
Navigate to your Xero Dashboard
2
Click on your business name on the top left hand corner of the screen
3
Scroll down and click on "Settings"
4
Click "Users"
5
Click "Invite a user"
6
Enter my details into the personal details Jeanette Lingard and [email protected]
7
Click the checkbox next to the "Payroll admin" field.
8
Click the checkbox next to the "Business and accounting" field.
9
Click "Advisor"
10
Scroll down and click the "Can invite new users, edit user roles, and delete users" field.
11
Click "Send invite"
