Clients in Xero HQ
Learn more about clients in Xero HQ. Work with the clients list, and drill into the details of a client.
The clients list
The Clients tab lets you see all of your clients in a single list. Each entry in the list gives you an overview of the client, including the client's logo, name, and email address or telephone number or both. Click the client's name to see and add more information for the client, such as notes or additional contact details, or to view and act on activity alerts for the client.
If the client is connected to a Xero organisation, you'll see Go to Xero as the primary action. For organisations you've been invited into, you may have the option to add the organisation to your practice.
Your choices when you click the menu icon depend on your user role, and the type of client.
|Menu item||Available to||When||Lets you|
Administrator and Master administrator users by default
Standard users with 'Can edit' permission for the client
|The client is active||View and update the details for the client|
|Staff access||Administrator and Master administrator users||The client is active||Select which role and permissions you would like each staff member to have in the organisation|
Administrator and Master administrator users if the practice owns the subscription
All users if the user owns the subscription
|The client is active, and practice or user owns the subscription||Manage the subscription for the client|
|Connect to Xero||Administrator and Master administrator users||The client is not connected to Xero||Set up a Xero organisation for the client|
|Archive||Administrator and Master administrator users||The client is not connected to Xero||Archive the client|
You can use groups to reduce the number of clients in the list, and you can also search for a client by name.
You can click a client's name to see more information about the client. Select one of the follow tabs:
- Notes - to add notes for the client and apply tags to create relationships between note
- Activity - to see the activity feed alerts for the client
- Information - to see an overview of the details for the client
- Staff - to manage staff assigned to the client
- Relationships - to manage the client's contacts
The client details card, found on the right side of the screen, lets you update the client's details.