How to Add an Advisor in Xero
- George Apostolov
How to Add an Advisor in Xero: step-by-step guide
On Xero's main dashboard, go to the top-left corner and click the 'Company' tab.
Choose 'Settings' from the list of options.
After that, tap 'Users' to proceed.
Click 'Invite a User' in the top-right corner.
Provide the necessary information related to the new user, particularly the name and the email address. Enter the details one by one into their respective input fields under the Personal Details section.
Subsequently, scroll down to the Permissions section and tick the checkbox beside 'Business and Accounting'.
Tap the 'Advisor' tab afterwards.
If you wish to personalize the invitation, simply tick the checkbox beside 'Add a Message' and write a custom note.
Once done, click 'Send Invite' to proceed.
After completing these steps, the invitation will be sent immediately. Once accepted, the new advisor will be added to your Xero organization.
Quick answer: To add an advisor in Xero, navigate to the Company tab and select Settings, then Users. Click 'Invite a User', enter their personal details, and select 'Business and Accounting' under Permissions. Tap the Advisor tab, optionally add a custom message, and click 'Send Invite' to complete the process.
About this Xero tutorial
Invite and add a new advisor to your Xero organization by configuring user settings, permissions, and sending an email invitation. This guide shows how to add an Advisor in Xero in 10 steps, starting with "On Xero's main dashboard, go to the top-left corner and click the 'Company' tab" and finishing with "After completing these steps, the invitation will be sent immediately. Once accepted, t...". 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 an Advisor in Xero?
10 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 Expense Account in Xero, How to Add an Expense Category in Xero and How to Add an Expense Claim in Xero. Last reviewed 05 Oct 2026.
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