Back to your search

Managing staff in Xero HQ

Self-paced learning
Launch course

5 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

    • 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
    • Track staff certification

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Xero HQ

More courses you might be interested in

Embrace Your Superpower

Learn how to harness and apply your super powers toward intentional risk-taking. View course

Video learning - 1 HOUR

New - 2 Advisor CREDITS - 1 CPE CREDIT

Scaling During Tax Season

Note: You only need to complete one  of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course

Self-paced learning - 1 HOUR 50 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?