You need Manage Users access to be able to invite a user into your organisation.
Go to Settings > General Settings > Users and click Invite a User to enter a new user’s details.
Name & email address
Enter the name and email address of the user you want to add. The Xero invitation will be sent to the email address you enter.
Access to the accounts
Choose a role for the user. The role sets the level of access they have to your Xero organisation to view and enter information or make changes.
We recommend you give your accountant or bookkeeper the Adviser user role. This role lets them make sure your accounts are financially accurate.
Click Continue to save
Click Continue. The user will be saved and added with a ‘Pending’ status to your list of users and an email invitation (below) will be displayed for you to edit and send inviting the new user to log in.
The user will remain in a Pending status until you send the invitation – you can access their user details to make any changes and resend the invitation as required.
If you don’t want to invite someone else f
rom your organisation now, but want to invite Xero Support, just click Cancel to access the Invite Xero Support button.
Personalise your email invitation and send
Enter your own email message or use the default text. Click Send Invite when you’re ready to send the email.
The invitation will be sent to the email address you entered on the previous screen. In addition to your message, the email will contain instructions for accepting the invitation, accessing Xero and logging in.
An invitation is valid for 14 days.