To update a user’s access in Xero, you can follow these steps…

• sign into Xero
• click on your organisation/business name on the top left of the screen
• click on ‘Settings’
• select ‘Users’
• click on the name of the user you want to update
• in the change permissions section, please tick the boxes for:
  • ‘Manage users’ and
  • ‘Payroll admin’ (if you are processing payroll)
• click update permissions to finalise the changes

These access levels are required to ensure our whole team can log into your file to perform our services.  And although we may not be processing payroll on your behalf, having access to your payroll information allows us to more easily view these details to ensure that the payroll information reconciles correctly in your accounts.