Watch this video or read below.
YES - I want my logo and name
- Xero HQ / Staff / Invite Staff
- First name - GPFR
- Last Name - in Xero
- Email - gpfrinxero@gmail.com
- Permission - Xero HQ Standard
- TICK - “Edit report templates”
- Invite to Xero HQ
Please keep in mind that your staff and clients won’t notice a thing. I will be working behind the scenes and won’t interrupt anyone.
- Xero HQ / clients / this client / 3 dots on right
- Staff access / me / ADVISOR
- Payroll if needed
- Done
NO logo and name
- Xero / top left / business name
- Settings / users / invite user
- First name - GPFR
- Last Name - in Xero
- Email - gpfrinxero@gmail.com
- Accounting = ADVANCED
- Payroll
- Done