How to Invite an Advisor to your Xero Account

Inviting an advisor to Xero is key for us to be able to help you, and provide you with Xero support. To invite someone to the system, you complete the following steps;

Step 1: Click on Settings on Xero

The first step is to click on Settings in Xero, and to then click on Users as shown below.

Step 2: Invite the User

You will then have to invite the user. It is essential that you invite us as an advisor to your account. That way we can support you.

They have been invited to the system.

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