Give practice staff access to billing accounts
In Xero Partner Edition, if you have Principal permissions, you can give other staff members in your practice limited access to billing accounts. This enables your practice staff to add client organizations to your practice's billing accounts.
What billing account access means
With billing account access, staff can:
- Add new organizations to the account
- Move an organization between editions and from one billing account to another (if they have access to the organization)
- Upgrade or downgrade a client's pricing plan
They can't edit the billing account itself, including the billing information or payment details.
As the Principal, you'll be alerted each time a staff member:
- Adds an organization to a billing account
- Removes an organization from a billing account
Steps to give staff access to a billing account
- From the header, click the list icon , then select My Xero.
- Select Subscriptions & Billing.
Select Manage Billing Account Access from the billing account's Practice Staff Access drop-down.
Click Give Access to select which staff can access that billing account.