Add your practice organisation to Xero

Set up your practice organisation in Xero and add staff. You'll need to have the Principal permission level to do this.

About the Xero practice organisation

A practice organisation is similar to a Xero Business organisation. It shows in your list of organisations in My Xero with a 'Practice' label and is created automatically when your practice is set up. The practice organisation will only display for staff who have been invited or activated.

Practice ledger

If you want to change your practice organisation, contact us using the Contact Xero Support button at the bottom of any Help page.

Activate staff

In the practice organisation, staff will be in the users list by default, but inactive. They won't have access to the practice organisation until the Principal activates them.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.
  2. Click on your practice's name in the list of organisations.
  3. In the practice organisation, go to Settings then General Settings then click Users.
  4. Next to each staff member you want to activate, click Make Active.