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How to Add a User in Xero

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It is very easy to add a user in Xero. Here’s a quick tutorial on how to do it in simple steps:

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  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. After that, tap 'Users' under General.
  4. Click 'Invite a User' at the top-right corner.
  5. Following that, provide the personal information of the user you wish to add. Enter the details into their respective input fields.
  6. Review the list of permissions afterwards. Tick the checkbox beside the permissions you want to enable.
  7. Under Personalize the Invite, tick the checkbox beside 'Add a Message' and write your own invite message if you want to.
  8. Once done, click 'Send Invite' to proceed.
  9. After completing these steps, the invite will be sent immediately. Once accepted, the selected user will be added to your Xero organization.
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