Accept or decline a Xero invite

Learn how to accept or decline an invite into an organization in Xero, or take over the subscription.

Accept an invite when you're a new Xero user

You'll need to accept the email invite you've received, to access Xero for the first time.

  1. Read the email and click on the link inside.
  2. Click Accept Invite.
  3. Create and confirm a password.
  4. Select the checkbox to confirm that you've read the Terms of Use.
  5. Click Create.

Accept an invite when you're already a Xero user

If you already use Xero, you can access all your Xero organizations with the same login, even if you have different user roles in each.

If you’ve received an invitation with an email address that differs from the address linked to your existing Xero account, decline the invite. Ask the organization to resend the invite to your preferred email address.

To accept the invite:

  1. Read the invitation email and click on the link to go to Xero.
  2. Click Accept Invite.
  3. Enter your password and click Login.

You can now access the organization the invitation came from.

View organizations you have access to in My Xero

How to decline an invitation

  1. Open the invitation email and click on the link to go to Xero.
  2. Click decline this invitation.

    Decline invite

The person who sent you the invitation will receive an email letting them know that you have declined.

You won't join the Xero organization you were invited into. If you have a Xero login, you won't be able to access the organization unless you receive another invite and accept it.

Accept invite to take over the subscription of an organization in Xero

You'll need to accept the email invite you've received, to take over the subscription of an organization in Xero.

  1. Read the email and click on the link inside.
  2. If you're already a Xero user, enter your email and password and click Login.

  3. If you're not yet a Xero user:
    • Click Create your login now.
    • Create and confirm a password, read and check the Terms of Use box, then click Create.
  4. Click I Accept.

    Image of the Take over this subscription screen, and the I Accept button.

  5. Select a billing account - either create a new one or select an existing one (if one already exists).
  6. Enter your billing contact information and your payment details (if you're taking over an organization on a Xero pricing plan).
  7. Click Continue.
  8. Check your subscription and billing details, click Confirm.
  9. (Optional) Click Review user access to review the list of users who can access this organization and their roles.

    View your Xero users

Decline the subscription transfer

If you're not already a Xero user, the easiest way to decline the subscription transfer invite is to ignore it. The invite only lasts for 14 days, so it'll expire if you do nothing.

You can also decline the subscription transfer and email the current subscriber:

  1. Read the email and click on the link inside.
  2. Enter your email and password and click Login.
  3. Click Decline.
  4. Enter a message (optional), then click Decline Subscription.

    Image of the Decline subscription transfer window.