Change staff permissions

Learn how to change a staff member's permissions in Xero HQ.

You need to have the Administrator or Master administrator Xero HQ user role to add staff to your practice, change their user role, or edit their permissions.

To change a staff member's permissions:

  1. Go to Staff and click the staff member's name.

  2. Click the menu icon Xero HQ menu icon for the client you want to change the permissions for and select Edit permissions.

    Image of the Edit permissions screen in Xero HQ

  3. Select the permissions for the staff member and click Save.

You can select multiple clients and click Edit permissions to set the permissions for several clients at the same time. However, the same permissions are applied to all clients and will override any existing permissions. Xero will warn you if the existing permissions vary between the selected clients.

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