Partner Edition user roles and their access to contacts in Xero

Use this page to compare user roles and their access to contacts in Xero Partner Edition.

Contacts user role comparison

AdvisorCashbook Client
Add, edit and import contactsImage of a check markImage of a check mark
Export contactsImage of a check markImage of a check mark
View all customers and suppliersImage of a check markImage of a check mark
View bank account detailsImage of a check markImage of a check mark
View payment history graphImage of a check mark-
View Xero network keyImage of a check mark-
Set default tax rates for contactImage of a check mark-
View, print and send statements to contactImage of a check mark-

The Managed Client user role has no access to the Contacts section of Xero.