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Xero Tip Of The Month August 2017 - Manage User Privileges In Xero

Collaboration is part of business. However, not every member of your team needs access to your company’s financial data in its entirety.

For example, your payroll administrator may only need access to the payroll function of your Xero account and nothing else.

A level of access in Xero is determined by a user role. We have found that it’s easier to make a decision of what kind of user role you want your staff members, your accountant or financial advisers to have by looking at what they can view on each role. These are the different roles that you can select between if you have the “Business Edition” of Xero:

When you use Xero you can invite users to access your financial information and decide how much information they have access to. See below how to invite users and set a role, or access level, that’s right for them.



When using the Standard and Adviser roles you can also give the user access to “Manage Users” and “Payroll Admin”. The manage user box allows the person to add, remove and change the access for the different user roles. The payroll admin box gives the user access to the payroll.

Here is a quick snapshot displaying the different user roles. If you want more detailed information visit the comparison table in Xero or read on for some more details.

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If you have Manage Users access, you can change the role and permissions for any user for your Xero organisation. You’ll need Payroll Admin permission if you want give Payroll Admin permission to another user. The only role that can’t be changed in this screen is your organisation’s subscriber.


See all the Xero features that can help you run your business beautifully at Xero.com/features


Previous Tips

July 2017 – Tailored Account Codes In Xero

June 2017 – Payment Types In Xero

May 2017 – Inventory Items In Xero

April 2017 – Xero’s Inbuilt Calculator

March 2017 – Expense Claims In Xero

February 2017 – Customise The Dashboard In Xero

January 2017 – Customisable New Reports In Xero

December 2016 – Email Templates In Xero

November 2016 – Bank Rules In Xero

October 2016 – Smart Lists In Xero

September 2016 – Files in Xero

August 2016 – Direct Bank Feeds In Xero

July 2016 – Managing Bills and Purchases in Xero

June 2016 – Shortcuts In Xero

May 2016 – Email Integration

April 2016 – Recurring Sales Invoices

March 2016 – Two Step Authentication

February 2016 – Xero Search

January 2016 – File Storage in Xero

December 2015 – Invoice Reminders

November 2015 – Xero on the go, with Xero Touch

October 2015 – Invoice Payment Terms

September 2015 – Sales Invoice Customisation

August 2015 – Business Performance Review

July 2015 – Cash Coding In Xero

June 2015 – Xero to Xero Billing

May 2015 – Find and Recode

April 2015 – Online Invoicing