You can easily invite your Team Members into XBert and collaborate.

Users can have full or restricted access and they can be administrator or not administrator users.

Access and Restrictions - Invited Team Members will have the following access and visibility.

  1. MYOB Clients, All invited users will have access to MYOB Clients, there are no permissions or restrictions.

  2. QuickBooks Clients, All invited users will have access to QuickBooks Clients, there are no permissions or restrictions.

  3. Xero Clients,

    1. You can set users to have Restricted Access which matches their permissions in Xero. They can see all Xero client names, but they cannot access Tasks or XBerts for clients they don't have access to in Xero.

      1. Users with restricted access to Xero won't have restricted access to MYOB and QuickBooks Clients.

    2. You can give Unrestricted Access to view all Xero Clients, XBerts and Tasks

Administrator Permissions are set when the team member is set up and invited.

You can't change this after the invitation, you will need to email support@xbert.io.

Administrators see all financial snapshots and charts and can view and edit User permissions and Business Settings such as updating payment details

If you're looking to invite in your client contacts this must be done via their individual client consoles.


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