Partner Edition user role access in the mobile apps

Your role determines what features and information you can access. You have the same role in the mobile app as you do in Xero. To update user roles in your organization, you'll need to log in to Xero using your web browser.

What can I do with my user role?

Cashbook

Advisor

Bank accounts

  • View accounts and balances
  • View statement lines and transactions
  • Reconcile account transactions
  • View bank feed notifications

Receipts

  • View own receipts
  • Add, edit, and submit own receipts
  • Add files to own receipts
  • Approve own receipts

Contacts

  • View contacts
  • Add and edit contacts
  • Add notes to contacts

Files

  • View, add, and delete files in the Files Inbox
  • Add folders in the Files Inbox (Android only)

Cashbook Client

Bank accounts

  • View accounts and balances
  • View statement lines and transactions
  • Reconcile account transactions
  • View bank feed notifications

Receipts

  • View own receipts
  • Add, edit, and submit own receipts
  • Add or remove files to own receipts
  • Approve own receipts

Contacts

  • View contacts
  • Add and edit contacts
  • Add notes to contacts

Managed Client

Bank accounts

  • View accounts and balances

Ledger

Advisor

Bank accounts

  • View accounts and balances
  • View statement lines and transactions
  • Reconcile account transactions
  • View bank notifications

Receipts

  • View own receipts
  • Add, edit, and submit own receipts
  • Add files to own receipts
  • Approve own receipts

Contacts

  • View contacts
  • Add and edit contacts
  • Add notes to contacts

Files

  • View, add, and delete files in the Files Inbox
  • Add folders in the Files Inbox (Android only)

Managed Client

Bank accounts

  • View accounts and balances

Where can I see my user role?

Xero for iOS
  1. Tap the menu icon Image of the More menu icon in Xero for iOS.
  2. Tap Organization.
  3. Your user role is shown under your organization name. If you have access to multiple organizations, your role will be shown under each organization name.

Xero for Android
  1. Tap the arrow Image of the arrow icon in Xero for Android. next to your organization name.
  2. Your user role is shown under your organization name. If you have access to multiple organizations, your role will be shown under each organization name.