How to Add Users to Your Xero Account

xero logo with background image

Managing Account Access In Xero

How to Invite AgileCPA to your Organization

To add AgileCPA to your organization in Xero, your account will need to have the permissions to manage/add users.

  1. Click on your Organization’s name in the top left of the screen.
  2. Click into Settings. Within the settings screen, click Users.
  3. On the top left of the screen, click Invite a User
  4. On this next screen, please fill in the Name and Email we have provided you.
  5. Scroll down and choose the Access you would like to give.
Gif instructions for adding user to Xero part 1
    1. Scroll down and choose the Access you would like to give. (Payroll Admin and/or Business and Accounting
    2. Under Business and Accounting, please make sure to click the Advisor option along with the option to Manage Users
Gif instructions for adding user to Xero part 2


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