Invite an adviser

How to invite an adviser to help with your Xero account

Invite an adviser

  1. Login to Xero. Click your organisation name > Settings > Users > Invite a user.

  2. Enter their name and email.

  3. Select Payroll Admin if appropriate.

  4. Choose 'Business and Accounting' then select 'Adviser'. Tick:

    • File MTD VAT returns

    • Manage users (this enables us to invite members of our team to undertake their roles)

  5. Click Send Invite.

See Xero Central for further details.