Prerequisites
Before you begin, ensure you have:
- Manage Users' permissions in your Xero organization.
- The email address of Agile: admin@agilebk.com.
Step-by-Step Instructions
1. Sign In to Xero
- Navigate to login.xero.com and log in with your credentials.
2. Access the Users Settings
-
Click on your organization name in the top-left corner.
Select Settings from the dropdown menu. - Click on Users.
3. Invite Agile
- Click on the Invite a user button.
-
Enter the following details:
- First Name: Agile
- Last Name: BK
- Email Address: admin@agilebk.com
- Assign the Advisor role to grant appropriate access.
- Click Send Invite.
Agile will receive an email invitation. Once they accept, they will have access to your Xero organization.
For more details, refer to Xero's official guide: Add a new user to your organization.