Manage access to your practice's organizations

Manage which client organizations staff and consultants have access to, and their level of access.

You need Practice Administrator or Principal permissions to manage access to client organizations.

Give access to client organizations

You can give access to every organization managed by the practice, or selected organizations.

The level of access a user has in an organization is determined by the user role assigned for that organization. Partner edition and Business edition organizations have different user roles available.

You can also assign additional Manage Users, Payroll Access or Provide Support permissions.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.

  2. Select the Staff tab.
  3. Click the user's name.
  4. Click the [number of] organizations link next to Has access to.
  5. Either
    • Select a user role for each organization the user needs access to.
    • Click Advisor next to Set all [number of] Organizations to give Advisor access in every organization. You can change the role for particular organizations or leave it as advisor for every organization.
  6. Select whether to Notify the user by email about the change.
  7. Click Save.

Add multiple users to an organization

  1. From the header, click the list icon Image showing the list icon, then select My Xero.

  2. From Home, click the [number of] Staff link in the Staff access column.
  3. Click Manage staff access.
  4. Select which role and extra permissions you want each user to have in that organization.
  5. Select whether to Notify the users by email about the change.
  6. Click Save.

Remove a user from an organization

  1. Click the staff member's name.
  2. Click the [number of] organizations link next to Has access to.
  3. Either
    • Select None as the Role to remove access from a particular organization.
    • Click None next to Set all [number of] organizations to remove access from all organizations managed by the practice.
  4. Click Save.
A Restricted Access tab will appear in the Principal's or Practice Admin's My Xero screen if there are organizations that practice staff members have access to, but the Principal or Practice Admin do not. The practice staff member will need to have the Advisor user role, for the organization to show under Restricted Access.