In Xero, expanding permissions for your advisor can provide them with additional access to manage your financial details more effectively. This can be particularly useful if you need them to handle tasks such as adding or editing bank account details or managing other users. Adjusting these permissions ensures that your advisor has the necessary access to perform their role efficiently. Follow the steps below to expand permissions for your advisor in Xero.
Step-by-Step Instructions:
-
Log In to Your Xero Account:
- Begin by logging into your Xero account to access your dashboard.
-
Access Account Settings:
- Click on your account name located at the top left side of the page to open the account menu.
-
Navigate to 'Settings':
- From the account menu, select Settings.
-
Go to 'Users':
- In the settings menu, click on Users to view all user accounts.
-
Select Your Advisor:
- Find and select the advisor whose permissions you want to expand.
-
Review Advisor Permissions:
- On the next page, ensure the advisor is listed under the Advisor tab. You will see options to adjust their permissions.
-
Expand Permissions:
- Check the boxes next to the permissions you want to grant. You can allow the advisor to:
- Add and edit bank account details
- Invite, edit, and delete other users
- Check the boxes next to the permissions you want to grant. You can allow the advisor to:
-
Update Permissions:
- After adjusting the permissions, click the Update Permissions button located at the bottom right corner of the page to save your changes.
By following these steps, you will successfully expand the permissions for your advisor, enabling them to manage specific aspects of your Xero account more effectively.