How To Get Access To A Client’s Xero Account

To get access to a client's Xero account, we need to request that the client/their accountant arranges to set up Strictly Savvy as a user in their Xero as an Adviser with Manage Users ermissions. The Office Administrator will then add the Head VA and/or Bookkeeping VA, and any Global team members, as users with Adviser permissions from the back-end of the Strictly Savvy Xero account.

Here are the instructions we provide to the client to enable them/their accountant to provide us with access to their Xero:

1. In their Xero account, click on the Company name in the top left, head to Settings > Users

2. Choose Invite a User

3. Enter in Strictly Savvy and accounts@strictlysavvy.co.nz

4. Tick Business and accounting

5. Tick Advisor

6. Tick Bank account admin

7. Tick Manage Users

8. Click Send Invite