How to Add a User in Xero
- George Apostolov
How to Add a User in Xero: step-by-step guide
On Xero's main dashboard, go to the top-left corner and click your 'Organization' name.
Choose 'Settings' from the list of options.
After that, tap 'Users' under General.
Click 'Invite a User' at the top-right corner.
Following that, provide the personal information of the user you wish to add. Enter the details into their respective input fields.
Review the list of permissions afterwards. Tick the checkbox beside the permissions you want to enable.
Under Personalize the Invite, tick the checkbox beside 'Add a Message' and write your own invite message if you want to.
Once done, click 'Send Invite' to proceed.
After completing these steps, the invite will be sent immediately. Once accepted, the selected user will be added to your Xero organization.
Quick answer: To add a user in Xero, navigate to your Organization name, open Settings, and select Users. Next, click Invite a User, enter their personal information, and assign permissions. Finally, customize the invite message if desired and click Send Invite to send the invitation immediately.
About this Xero tutorial
Send a user invitation in Xero by configuring their details, assigning permissions, and dispatching the invite from Settings. This guide shows how to add a User in Xero in 9 steps, starting with "On Xero's main dashboard, go to the top-left corner and click your 'Organization' name" and finishing with "After completing these steps, the invite will be sent immediately. Once accepted, the s...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add a User in Xero?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add an Account in Xero, How to Add an Accountant in Xero and How to Add an Advisor in Xero. Last reviewed 05 Oct 2026.
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