Invite The Modern Way as an Advisor to Xero

Home / How To Guides / Invite The Modern Way as an Advisor to Xero

We would love to help you with your accounts, but first we need access to your Xero organisation to have a look under the hood.

Follow these 8 steps to invite us into your Xero file

1. Log in to your organisation on Xero

2. Click on your Organisation name then go to Settings

3. Click on Users

Only users with Standard or Adviser user roles with Manage Users access will be able to invite new users.

4. Click ‘Invite a User‘ to enter details for a new user.

5. Enter Kiel Sinclair for the name, and [email protected] as the email address.

6. Select Business and Accounting and choose the Adviser role, then tick ‘Manage Users

**Ensure you tick Manage users as this allows me to add our team to your file.

You own the file, so we cannot (and will not) remove you or any other users.

7. Select Payroll admin

8. Click Send Invite

Anything we see in your Xero file, stays between us. If privacy is a concern, we are more than happy to provide you with a Confidentiality Agreement.