Autoline - Internal
[SAM] How to invite a new user (in this instance SAM) to your Xero account
These instructions will go through how to invite/add SAM Support to access your Xero account
Invite a new user
- Click on the organization name (1), select Settings (2), then click Users.
- Click Invite a user on the top right-hand corner.
- Enter the new user's first name, last name, and email address.
First name - SAM
Last name - Support
Email - email@example.com
- Select which feature you want the new user to access, and a user role for each feature
Please tick Business and accounting
and select the user role to either Standard / Adviser
- Click send invite at the end.
If you want to know more about the Xero user invitation, please follow the Xero links underneath to Xero Central Website.
- Giving people access to Xero business
- Add a new user to your organisation
- The standard user role explained
- The adviser user role explained