User roles and their access to contacts in Xero

Use this page to compare user roles and their access to contacts in Xero Business Edition.

Contacts user role comparison

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AdviserStandardIO + DraftIO + Approve and payIO + SalesIO + PurchasesRead Only
Add, edit and import contactsImage of a check markImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Export contactsImage of a check markImage of a check mark-----
View all customers and suppliersImage of a check markImage of a check markImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark
View contacts' bank account detailsImage of a check markImage of a check mark- Image of a check mark-Image of a check markImage of a check mark
View payment history graphImage of a check markImage of a check mark-Image of a check mark

Image of a check mark

Money in only

Image of a check markImage of a check mark
View Activity tabImage of a check markImage of a check mark----Image of a check mark
View Xero network keyImage of a check markImage of a check mark-----
Set default tax rates for contactImage of a check markImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View, print and send statements to contactImage of a check markImage of a check mark-Image of a check markImage of a check mark--

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