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Managing staff in Xero HQ

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

In Xero HQ, there are different roles and levels of permissions that you can select for each staff member. Selecting the right permissions is important to ensure that staff members have the right level of access in Xero and to their clients.

Course outline

    In this course you'll learn how to:
    • Invite staff into your practice
    • Add client access to your staff
    • Edit client access
    • Remove staff from your practice
    • Understand staff migration from My Xero to Xero HQ

Pre-course preparations

The course is aimed at users in a practice that have the Xero HQ Administrator role, and are responsible for adding staff and managing their client access.

Topics covered

  • Xero HQ

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