How to invite us into Xero video

There are two ways

Watch this video or read below.



YES - I want my logo and name

  1. Xero HQ / Staff / Invite Staff
  2. First name - GPFR
  3. Last Name - in Xero
  4. Email - gpfrinxero@gmail.com
  5. Permission - Xero HQ Standard
  6. TICK - “Edit report templates”
  7. Invite to Xero HQ

Please keep in mind that your staff and clients won’t notice a thing. I will be working behind the scenes and won’t interrupt anyone. 

  1. Xero HQ / clients / this client / 3 dots on right
  2. Staff access / me / ADVISOR
  3. Payroll if needed
  4. Done


NO logo and name

  1. Xero / top left / business name
  2. Settings / users / invite user
  3. First name - GPFR
  4. Last Name - in Xero
  5. Email - gpfrinxero@gmail.com
  6. Accounting = ADVANCED
  7. Payroll
  8. Done