How to Add a User in Xero

Quick summary

Adding a user in Xero takes just a few steps: navigate to Settings, open the Users section, and send an invite with the appropriate permissions. Once the invited user accepts, they are immediately added to your Xero organization.

Steps

1. On Xero's main dashboard, go to the top-left corner and click your Organization name.
2. Choose Settings from the list of options.
3. Tap Users under the General section.
4. Click Invite a User at the top-right corner.
5. Enter the new user's personal information into the respective input fields.
6. Review the permissions list and tick the checkboxes beside the permissions you want to enable.
7. Under Personalize the Invite, tick the checkbox beside Add a Message and write a custom invite message if desired.
8. Click Send Invite to dispatch the invitation.
9. Once the invite is accepted, the user will be added to your Xero organization.