How to Invite an Adviser to your Xero Account

Modified on Wed, 7 Aug at 2:24 PM

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;


Step 1: Click on Company Name on Xero


The first step is to click on your Company Name > Settings in Xero > users



  

Step 2: Invite the User


You will then have to invite the user. It is essential that you invite us as an adviser on business and accounting.  That way we can support you.




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