Client Access Permissions decide which clients each team member can see and work on in XBert. They don't give anyone access to the client's accounting file itself.
You need to be an admin to change them.
The four options
Option | Xero clients | All other clients (MYOB, QuickBooks, FreeAgent and workflow-only) |
All Clients | All of them | All of them |
Selected Clients | Only the ones you tick | Only the ones you tick |
Xero Permissions + All Clients | Only the ones they can access in Xero | All of them |
Xero Permissions + Selected Clients | Only the ones they can access in Xero | Only the ones you tick |
A user can't see, open, edit or be assigned XBerts or tasks for a client they don't have access to, and can't open that client's Client Console.
⚠️ New clients aren't added to Selected Clients automatically, even for the person who added the client. When you add a client, tick it for everyone on Selected Clients who needs it.
How Xero Permissions works
XBert reads each user's access from Xero, so you can't add or remove a Xero client for them by hand.
When someone is given access to a client in Xero, it comes through to XBert on that client's next sync.
If someone loses access to a client because their Xero access changed, and you don't want to give them Xero access, switch them to All Clients or Selected Clients.
Changing a user's access
Click the Settings icon (the gear icon) at the lower left of your screen.
Under Organisation, click Users.
Click the pencil icon next to the user's name.
Under Client Access Permissions, choose an option. For Selected Clients or Xero Permissions + Selected Clients, tick the clients they need in the list on the right. You can search for a client, or use Select All / Deselect All.
Click Save.
Giving several people access to one client? Go to Settings > Clients > Client Settings and click the number in the Connect User Access column for that client. You can tick the users who need it there.
👉 Read more here: Overview: Client Settings
Other settings on the same screen
User Permissions: Admin or Non Admin
Admins can see and change all settings: your Connect settings (business name, logo, payment details), processes, XBert Automation, and which clients each user can access.
Non-admins can only see their own user profile settings.
Link to Xero Practice Manager (XPM)
Pick the user's XPM staff member under Select XPM Staff member, so the time they record in XBert can be pushed to XPM.
👉 Read more here: Mapping XBert User Accounts to a Xero Practice Manager Account