Partner Edition user roles and their access to settings in Xero
Use this page to compare user roles and their access to settings in Xero Partner Edition.
Settings user role comparison
| Adviser | Cashbook Client | |
|---|---|---|
| Can be allowed to add and remove users and change permissions |  | - |
| Edit organisation settings | | |
| Edit financial settings | | Limited |
| Set lock dates | | - |
| Edit invoice settings, add or edit invoice branding | | Add or edit invoice branding only |
| Add or edit payment services | | - |
| Use tracking | | |
| Set and update conversion balances | | - |
| Access, import and export chart of accounts | | Limited |
| Send Xero network key; access Xero apps | | - |
| Add, edit and delete email settings | | |
The Managed Client user role has no access to the Settings section of Xero.
Ability to change Partner Edition organisation billing account and pricing plan
To change a client's billing account details or pricing plan, you need to either have the Principal user role, or a Principal needs to have given you access to the billing account.
Give practice staff access to billing accounts