Partner Edition user roles and their access to files in Xero

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

Files user role comparison

AdvisorCashbook ClientManaged Client
File library - view, add and remove filesImage of a check markImage of a check markImage of a check mark
File library - view, add and remove foldersImage of a check markImage of a check markImage of a check mark
File library - take a photoImage of a check markImage of a check markImage of a check mark
Add or remove files for spend money, receive money and expense receipt transactionsImage of a check markImage of a check mark-
Add or remove files for Sales Invoice, Bill and Fixed Asset transactionsImage of a check mark--
View or download files for transactions and items you have access toImage of a check markImage of a check markImage of a check mark