How to Invite an Adviser to your Xero Account

Modified on Wed, 21 Feb 2024 at 10:52 AM

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  

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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