Follow these 6 steps to invite us in -

1. Log in to your organisation on Xero

2. Click on your Organisation name then go to Settings

3. Click on Users

Finding the User Settings in Xero

Only users with Standard or Adviser user roles with Manage Users access will be able to invite new users.

4. Click 'Invite a User' to enter details for a new user.

Invite a User to Xero

 

 

 

 

 

 

 

5. Enter Angus Nicolson for the name, and [email protected] as the email address.

Select Business and Accounting and choose the Adviser role, then tick 'Manage Users'

Xero permissions

6. Press Continue and send an Invite