To invite Xero support into your organisation, you'll first grant them access within your Xero settings, and then you must notify them directly that the invitation has been extended. This two-step process enables Xero's team to securely access your organisation and assist with specific queries or troubleshooting.
Step-by-Step Guide to Granting Xero Support Access
Follow these straightforward steps within your Xero account to allow the support team to view and assist with your organisation's data:
1. Navigate to Organisation Settings
- Log in to your Xero account.
- Click on your organisation name, which is typically located in the top-left corner of the Xero interface.
- From the dropdown menu that appears, select Settings.
- On the Settings page, click on the Users option to manage who has access to your organisation.
2. Add Xero Support
- Within the Users section, locate and click the Add Xero support option. This action specifically grants the necessary permissions for the Xero support team to access your account.
Notifying Xero Support of Your Invitation
After you have successfully granted access to Xero support, the next crucial step is to inform them so they can begin assisting you.
1. Contact the Xero Support Team
- Navigate to the Xero support portal. You will need to scroll to the bottom of this support page to find the contact options.
- Click on the option to Contact Xero support. This will typically lead you to a form or interface where you can submit a detailed support request.
2. Inform Them About the Access
- In your support request, it is essential to clearly state that you have invited Xero support into your organisation.
- Provide comprehensive details of your specific query, the issue you need assistance with, or the task you want them to review. This ensures they can effectively utilise the access you've granted to provide targeted help.
Summary of Actions
For a quick overview of the process:
| Action Category | Specific Step | Key Detail/Location |
|---|---|---|
| Granting Access | 1. Navigate to Users | Organisation Name > Settings > Users |
| 2. Add Xero Support User | Click "Add Xero support" button | |
| Notifying Support | 3. Initiate Contact | Scroll to bottom of support page, click "Contact Xero support" |
| 4. Detail Your Request and Invitation Status | State you've invited them and explain your issue |
By following these two main phases—granting access and then notifying the support team—you enable Xero's expert team to securely enter your account and provide the targeted assistance you need, ensuring your issues are resolved efficiently.
