Change staff user roles

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

To change a staff member's user role:

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

  2. In the staff member details panel on the right of the screen, click Edit next to Xero HQ role.

  3. Select a new role for the staff member.

    Image of the Edit Xero HQ role screen

  4. (Optional) Select or unselect the checkbox for the extra permission to edit report templates.

  5. Click Update.

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