Add a new user to your organisation

If you have Manage Users permission, you can invite a new user in to your Xero organisation. Each new user will need to accept the invitation to get access.

Invite a new user

  1. Go to Settings, then click General Settings.
  2. Click Users.
  3. Click Invite a User.
  4. Enter the new user's first name, last name and email address. The Xero invitation will be sent to this email address.
  5. Choose a role for the user and select any extra permissions (if required). This determines the level of access they have to your Xero organisation.
  6. Click Continue.
  7. Enter an email message or use the default text, then click Send Invite.

The new user will need to accept the invite within 14 days.

When you invite users to access your organisation, you only add them to that organisation. If you wanted one person to have access to all of your organisations, you would need to invite them from within each organisation.

We recommend you don't share login details

If you share login details, you won't be able to maintain a reliable audit trail of access and data changes. You'll also risk the login details falling into the wrong hands.

There is no extra charge for adding users to each organisation, so make sure every user has their own separate and secure login.