Invite your team so you can assign them XBerts and tasks, and see where everyone is up to.
Invite a team member
Click the Settings icon (the gear icon) at the lower left of your screen.
Under Organisation, click Users.
Click Invite User.
Enter their First Name, Last Name and Email.
Under User Permissions, choose Admin or Non Admin. Only admins can see and change settings, including:
Connect settings (business name, logo, payment details)
Processes (add, edit and remove)
XBert Automation (align XBerts to processes)
Under Client Access Permissions, choose which clients they can see:
All Clients
Selected Clients
Xero Permissions + All Clients
Xero Permissions + Selected Clients
👉 Read more here: Invited Users' Client Access Permissions
If you use Xero Practice Manager, pick their XPM staff member under Select XPM Staff member. Time they record in XBert can then be pushed automatically to the XPM job task the XBert task is linked to.
Click Save and Send Invitations.
You're asked to pay for the new users. Click Confirm to charge the card on file. Users are free during your trial.
⚠️ Just deleted a user? Refresh the Users page before you invite someone new. A user being deleted can still be counted for a few minutes until the deletion finishes.
💡 Inviting a client rather than a staff member? Clients don't need a team login. Invite them to the XBert Capture app instead, so they can send you receipts and chat with you from their phone.
👉 Read more here: Overview: XBert Capture
👉 Read more here: How To: Invite Clients and Manage Capture Users
After you invite them
They'll get an email to set up their account. Once they've activated it, you can assign them roles, tasks and XBerts.
👉 Read more here: How To: Assign Roles
Seeing an @xbert.io user in your list?
That's an XBert support person your team invited to help. They're never charged, and you can remove them at any time.