Invite us to Xero

How to invite us to your Xero

Like vampires, you have to 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

 

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.

5. Enter Keith Wood for the name, and keith.wood@westlancsacc.co.uk as the email address.

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

6. Press Continue and send an Invite