Set up staff access to report templates in Partner Edition

If you have Principal or Practice Administrator permissions, you can give other practice staff permission to create or edit report templates in My Xero.

Follow these steps to give an existing staff member the ability to set up or edit report templates.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.
  2. Click the Staff tab.
  3. Click the staff member's name.
  4. In the Permission section, select the Edit report templates checkbox.
  5. Click Save.

Image showing the check box 'Edit report templates permission' selected.