It is very easy to add a user in Xero. Here’s a quick tutorial on how to do it in simple steps:
- On Xero's main dashboard, go to the top-left corner and click your 'Organization' name.
- Choose 'Settings' from the list of options.
- After that, tap 'Users' under General.
- Click 'Invite a User' at the top-right corner.
- Following that, provide the personal information of the user you wish to add. Enter the details into their respective input fields.
- Review the list of permissions afterwards. Tick the checkbox beside the permissions you want to enable.
- Under Personalize the Invite, tick the checkbox beside 'Add a Message' and write your own invite message if you want to.
- Once done, click 'Send Invite' to proceed.
- After completing these steps, the invite will be sent immediately. Once accepted, the selected user will be added to your Xero organization.
