Xero · Accountant access
How to Give Your Accountant Access to Xero
In Xero you invite your accountant or bookkeeper to your organization with a user role, usually Adviser, so they sign in with their own account and you keep full control.
Step by step
- 1
Open Users in Xero settings
Click your organization name, choose Settings, then Users.
- 2
Invite a user
Click Invite a user and enter your accountant's name and email.
- 3
Choose the Adviser role
Set their user role to Adviser (or scope it to what they need), and choose any extra access such as Payroll.
- 4
Send the invite
Send it. Your accountant accepts from their own Xero login and appears as an active user.
Choosing the right access level
The Adviser role gives accountants and bookkeepers the accounting tools they need. You can also limit or expand access (for example, payroll or reports-only) per user.
Doing this for every platform, on every client?
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See how AutoStack collects access in one linkFrequently asked questions
What role should I give my accountant in Xero?
The Adviser role is designed for accountants and bookkeepers and gives them the accounting tools they need. Scope it further if you only want them to see certain areas.
Do I need to share my Xero password?
No. You invite your accountant by email and they use their own Xero login. Your credentials stay private.
How do I remove a user from Xero?
In Settings, Users, open the person and remove them from the organization. Access ends immediately.
More access guides
Stop chasing logins
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