Xero (International) - Add an administrator

To connect your Xero account to this application you must set up a new admin user. Please follow the instructions below.

Instructions

To add an administrator in Xero:

1. Login to your Xero account.

2. Select Settings, then click Users.

3. Click Invite a user.

4. Please enter the following information using the information provided in Finch Connect for First Name and Email Address:

• First Name: <First Name>
• Last Name: Support
• Email Address: <Email Address>
• Enable access to Business and Accounting as an Adviser
• Check the box next to Bank account admin

5. Click Send Invite.

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 How do I give users the bank account admin permission?

💡 Add a new user to your organization in Xero

💡 How to find and change assigned user roles in Xero