Managed Client user role

As part of Xero Partner Edition, the Managed Client role allows your clients to comment on unreconciled bank statement lines to let you know what they are for.

mage showing the Managed Client dashboard.

A Managed Client user has no access to:

  • Sales invoices
  • Bills
  • Quotes
  • Purchase orders
  • Inventory
  • Payroll
  • Contacts
  • Users
  • Xero to Xero or apps
  • Organization settings

They can't run reports, but they'll be able to access read-only versions of any published reports in their organization.