Skip to main content
All CollectionsXero and Ardex Essentials
Enabling Xero Permissions
Enabling Xero Permissions

How to enable Xero access for yourself or other users

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

There are four permissions related to Xero:

  1. Xero - Admin

  2. Xero Financials - Edit

  3. Xero Imports - Edit

  4. Xero Statement Export

If a user is given Admin permissions (1) they will be able to perform all functions. Permissions 2 - 4 are single settings that a user can have.

Please note: Only the Admin is able to enable/disable other users' permissions

Setup:

  1. To enable Xero permissions go to the Settings wheel in the Navigation bar

  2. Go to the Account section

  3. Go to the Users tab in the left-hand side menu

  4. Click on the cog at the end of a user row

  5. Click Update Permissions

  6. To change a User's permissions click on an item in the Disallowed column to move it to Allowed column

  7. Click Save to update the User's permissions

Did this answer your question?