Inviting an advisor to Xero is key for us to be able to help you, and provide you with Xero support. To invite someone to the system, you complete the following steps;
They have been invited to the system.
Step 1: Click on Company Name on Xero
The first step is to click on your Company Name > Settings in Xero
Step 2: Invite the User
You will then have to invite the user. It is essential that you invite us as an adviser to your account. That way we can support you.
They have been invited to the system.
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