[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

  1. Click on the organization name (1), select Settings (2), then click Users.
  2. Click Invite a user on the top right-hand corner.
  3. Enter the new user's first name, last name, and email address.
    First name - SAM
    Last name - Support
    Email - samsupport@sam.co.nz
  4. 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
  5. 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.