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How do I update Balance Tax's Access to 'Manage Users' in my Xero file?

How do I update Balance Tax's Access to 'Manage Users' in my Xero file?

Diana avatar
Written by Diana
Updated over 11 months ago

We are thrilled to be on board as your trusty accountants!🎉 Upgrading our Xero Access only takes 3 minutes tops. We have included a Step by Step Guide below to make the process easy for you.

Step By Step Guide:

Here are the steps to give us Manage User access in Xero:

  1. Log in to your Xero account.

  2. Click the organisation name, then select Settings.

  3. Under General, click Users.

  4. Click on the User Diana Todd, then select Change permissions.

  5. In Business and accounting, select Adviser and check Manage Users.

  6. Click Update permissions.

That's it! Now we have the ability to manage users in Xero. Easy peasy! 😍

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