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Managing clients and staff in My Xero

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • How to upgrade and transfer client subscriptions
  • change staff access and delete a staff account

Course outline

    Clients come and go, and their requirements change regularly. This is also true of staff. In this course, we'll show you how to manage these scenarios in My Xero.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course .

Topics covered

  • My Xero

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