Add a new user to your organization

If you have Manage Users permission, you can invite a new user in to your Xero organization. Each new user will need to accept the invitation to get access.

Invite a new user

  1. In the Settings menu, select General Settings.
  2. Click Users.
  3. Click Invite a User.
  4. Enter the new user's first name, last name and email address. The Xero invitation will be sent to this email address.
  5. Choose a role for the user and select any extra permissions (if required). This determines the level of access they have to your Xero organization.
  6. Click Continue.
  7. Enter an email message or use the default text, then click Send Invite.

The new user will need to accept the invite within 14 days.

When you invite users to access your organization, you only add them to that organization. If you wanted one person to have access to all of your organizations, you would need to invite them from within each organization.

Invited users can't change the subscriber for an organization. Only the current subscriber can transfer the subscription to someone else.

We recommend you don't share login details

If you share login details, you won't be able to maintain a reliable audit trail of access and data changes. You'll also risk the login details falling into the wrong hands.

There is no extra charge for adding users to each organization, so make sure every user has their own separate and secure login.