This article explains how to invite users to an XBert account with a single business linked, or an organisation within a CONNECT account. For instructions on how to invite people to your CONNECT account so that they see all linked organisations, please refer to our guide, How do I create an XBert CONNECT account?
Your XBert Team
Once you've created a subscription and integrated your business' cloud accounting package, make sure you invite everyone that needs to be part of the business' XBert team, including fellow business owners and managers, finance staff, bookkeepers, and accountants.
There is no limit to the number of people you can invite.
Step 1. Go to the panel menu on the right of your XBert portal.
Step 2. Select the USERS tab to invite people and manage your XBert team.
Step 3. You will be taken to the page showing all current members of your XBert team and their associated permissions. Select INVITE USER at the top of the page.
Step 4. Enter their name, email address, and role within the business. Decide whether to allocate administrator permissions. Administrators see all financial snapshots and charts and can view and edit User permissions and Business Settings such as updating payment details.
Your invited team member will receive an email letting them know how to join your XBert team. They accept this invite by logging in and setting up their profile. For security reasons, all invite tokens will expire after seven days. If they haven't accepted by then, you will have to invite them again.
You can also invite or add a business to XBert. There is no limit to the number of businesses you can invite; however, each business will require a separate subscription to be paid accordingly. Read the guide on inviting or adding a business. If you do have multiple businesses to manage, it's best that you create a CONNECT account. Please read, How do I create an XBert CONNECT account?