How to Give Access to Accountants in Xero
- George Apostolov
How to Give Access to Accountants in Xero: step-by-step guide
On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.
Choose 'Settings' from the list of options.
After that, find and select the 'Users' option.
Locate the user profile of your accountant, then click the 'More Options' button next to it.
Subsequently, click 'Change Permissions'.
Scroll down to the Business and Accounting section, then tap the 'Advisor' tab.
Following that, review the granted permissions. If you want to add extra access, simply tick the radio button beside a specific item.
Once done, tap 'Update Permissions' to apply the changes.
After completing these steps, your accountant will be given the necessary Xero access.
Quick answer: To grant accountant access in Xero, open the Company settings and select Users. Locate your accountant's profile, click More Options, and select Change Permissions. Choose the Advisor tab under Business and Accounting, configure the desired access levels, and tap Update Permissions to save.
About this Xero tutorial
Grant your accountant full advisor access in Xero by updating their user permissions and adjusting their settings on the dashboard. This guide shows how to give Access to Accountants in Xero in 9 steps, starting with "On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab" and finishing with "After completing these steps, your accountant will be given the necessary Xero access". 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 give Access to Accountants 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 Group Accounts in a Xero Financial Report, How to Import Bills Into Xero and Hubspot xero integration. Last reviewed 05 Oct 2026.
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