How to Invite an Advisor to Your Xero Account in 7 Easy Steps
Xero is a powerful cloud-based accounting platform designed to streamline bookkeeping, invoicing, and financial management for businesses of all sizes. It offers tools for automating tasks, improving cash flow visibility, and making it easier to collaborate with your accountant or advisor.
Here’s a step-by-step guide to inviting an advisor into your Xero account so they can help manage your finances effectively:
Step 1: Log into Xero
Go to Xero’s login page and log in to your account.
Step 2: Access Your Settings
- From your dashboard, click on “Settings” in the top menu.
- Select “Users” under the Organisation menu (you may need to scroll to find it).
Step 3: Add a New User
Click “Invite a User” on the right side of the Users page.
Step 4: Enter the Advisor’s Details
- Enter the advisor’s email address.
- Set their first and last name.
Step 5: Assign User Role
Under Access Permissions, select “Advisor” as the role. This grants them the appropriate permissions to manage your accounts.
- If needed, adjust their access level (e.g., full or read-only) to limit permissions as per your requirements.
Step 6: Send the Invite
Click “Send Invite” to email the advisor an invitation link to join your Xero account.
Step 7: Confirmation
The advisor will receive an email invitation to join and access your account. Once they accept, they can log in and assist with your finances.
If you’re looking for a solution that simplifies financial tasks and offers robust insights, Xero is a great choice. With features tailored to small business needs and the ability to scale, Xero can be a valuable asset in managing your business finances.
With an advisor added you’ll have professional support to manage your Xero account securely and effectively!
