Add your practice organization to Xero

Set up your practice organization in Xero and add staff. You'll need to have the Principal permission level to do this.

About the Xero practice organization

A practice organization is similar to a Xero Business organization. It shows in your list of organizations in My Xero with a 'Practice' label and is created automatically when your practice is set up. The practice organization will only display for staff who have been invited or activated.

Practice ledger

If you want to change your practice organization, contact us using the Contact Xero Support button at the bottom of any Help page.

Activate staff

In the practice organization, staff will be in the users list by default, but inactive. They won't have access to the practice organization until the Principal activates them.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.
  2. Click on your practice's name in the list of organizations.
  3. In the practice organization, go to Settings then General Settings then click Users.
  4. Next to each staff member you want to activate, click Make Active.