You will notice on our "Client Set Up" Form that we ask for you to create a user account for our us within the backend of Xero.
Creating a separate user account for us ensures that your privacy and security is protected, whilst allowing us access to perform acceptance testing once the synchronization is complete.
Please follow the steps below to create a role for DSYNC.
The details you will be using for this new role (first name, last name, email) will be mentioned in the "Client Set Up" Form.
- Go to Settings, then click General Settings.
- Click Users.
- Click Invite a User.
- Enter the new user's first name, last name and email address. The Xero invitation will be sent to this email address.
- Choose a role for the user and select any extra permissions (if required). This determines the level of access they have to your Xero organisation.
- Click Continue.
- Enter an email message or use the default text, then click Send Invite.
The new user will need to accept the invite within 14 days.
When you invite users to access your organisation, you only add them to that organisation. If you wanted one person to have access to all of your organisations, you would need to invite them from within each organisation.
Instructions from Xero