Jan 30
Streamline Admin Governance and Role Control After Migration
Learn how you can establish admin governance and role control in a new cloud platform after migrating users and data to it.
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Streamline Admin Governance and Role Control After Migration
Learn how you can establish admin governance and role control in a new cloud platform after migrating users and data to it.
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Partner Edition User Role Access in Mobile Apps
You have the same role in the mobile app as you do in Xero. To update user roles in your organisation, you'll need to log in to Xero using your web browser.
What Can I Do with My User Role?
Cashbook
Adviser
Bank Accounts
View accounts and balances
View statement lines and transactions
Reconcile account transactions
View bank feed notifications (iOS only)
Receipts
View own receipts
Add, edit, and submit own receipts
Add files to own receipts
Approve own receipts
Contacts
View contacts
Add notes to contacts
Files
View, add, and delete files in the organisation's Files Inbox
Cashbook Client
Bank accounts
View accounts and balances
View statement lines and transactions
Reconcile account transactions
View bank feed notifications (iOS only)
Receipts
View own receipts
Add, edit, and submit own receipts
Add or remove files to own receipts
Approve own receipts
Contacts
View contacts
Add notes to contacts
Managed Client
Bank accounts
View accounts and balances
Ledger
Adviser
Bank accounts
View accounts and balances
View statement lines and transactions
Reconcile account transactions
View bank notifications (iOS only)
Receipts
View own receipts
Add, edit, and submit own receipts
Add files to own receipts
Approve own receipts
Contacts
View contacts
Add notes to contacts
Files
View, add, and delete files in the organisation's Files Inbox
Managed Client
Bank accounts
View accounts and balances
Where Can I See My User Role?
For iOS
1. Tap the more menu
2. Â Tap Organisation.
3. Â Your user role is shown under your organisation name. If you have access to multiple organisations, your role will be shown under each organisation name.
For Android
1. Tap the arrow next to your organisation name.
2. Â Your user role is shown under your organisation name. If you have access to multiple organisations, your role will be shown under each organisation name.