These instructions will go through how to invite/add SAM Support to access your Xero account

Invite a new user

  1. Click on the organization name (1), select Settings (2), then click Users.
  2. Click Invite a user on the top right-hand corner.
  3. Enter the new user's first name, last name, and email address.
    First name - SAM
    Last name - Support
    Email - samsupport@sam.co.nz
  4. Select which feature you want the new user to access, and a user role for each feature
    Please tick Business and accounting
    and select the user role to either Standard / Adviser
  5. Click send invite at the end.

 

If you want to know more about the Xero user invitation, please follow the Xero links underneath to Xero Central Website.




Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket

or calling us on 09 583 2455