The Users page lists everyone in your XBert account, including people you've invited who haven't logged in yet. From here you can invite new users, change what they can access, resend invites and delete users.
You need to be an admin to open it.
Open the Users page
Click the Settings icon (the gear icon) at the lower left of your screen.
Under Organisation, click Users.
What you'll see for each user
What you see | What it means |
Admin | The user is an admin |
All Clients or Selected Clients | Whether they can see every client, or only the ones you choose |
Xero + All Clients or Xero + Selected Clients | Their access also follows their permissions in Xero |
XPM | They're linked to a staff member in Xero Practice Manager |
Pending | They've been invited but haven't accepted yet |
Expired | Their invite has expired. Resend it |
Client Access | How many of your clients they can see, for example 12 / 40 |
Last log in | When they last logged in |
What you can do
To do this | Do this |
Invite a new user | Click Invite User at the top of the page |
Change a user's permissions or client access | Click the pencil icon (Edit) next to the user, make your changes and click Save |
Link a user to an XPM staff member | Click the pencil icon (Edit), then pick the staff member under the XPM section |
Resend an invite | Click Resend Invite next to a pending or expired user |
Delete a user | Click the pencil icon (Edit), then Delete User |
👉 Read more here: How To: Invite Team Members
👉 Read more here: Invited Users' Client Access Permissions
Seeing an @xbert.io user in your list?
A user with an @xbert.io email address is someone from the XBert support team.
They join your account when someone in your firm invites them.
They're free. @xbert.io users don't count towards the users you pay for.
You can remove them at any time. Click the pencil icon (Edit) next to them, then Delete User.
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io