Partner Edition user roles and their access to settings in Xero
Use this page to compare user roles and their access to settings in Xero Partner Edition.
Settings user role comparison
|Can be allowed to add and remove users and change permissions||-|
|Edit organization settings|
|Edit financial settings||Limited|
|Set lock dates||-|
|Turn on sales tax lookup||-|
|Edit invoice settings, add or edit invoice branding||Add or edit invoice branding only|
|Add or edit payment services||-|
|Set and update conversion balances||-|
|Access, import and export chart of accounts||Limited|
|Send Xero network key; access Xero apps||-|
|Add, edit and delete email settings|
The Managed Client user role has no access to the Settings section of Xero.
Ability to change Partner Edition organization billing account and pricing plan
To change a client's billing account details or pricing plan, you need to either have the Principal user role, or a Principal needs to have given you access to the billing account.