XBert is all about collaboration, so invite your colleagues to your CONNECT team so you can efficiently manage your bookkeeping and accounting process workflows and resolve financial before it's too late. There is no limit to the number of people you can invite.
PLEASE NOTE: You should only invite your internal team to your CONNECT account. To collaborate with clients or external teams, you should invite them to the relevant organisation(s) only. They can view snapshots, charts and tasks for that organisation only. Please read, Invite or add users to your XBert team.
You can also choose whether clients and external teams see everything or only the relevant XBerts and Tasks requiring action by them. That way, they can view and work across XBert alerts and tasks assigned to them or tasks they create. They won't see XBerts you want to manage and resolve internally, e.g. potential duplicate contacts and account coding discrepancies. This ensures everything is kept clear and uncluttered for your clients. To learn more about inviting clients, refer to our guide, How do I hide XBerts and tasks from clients they don't need to manage?
BRING YOUR CONNECT TEAM TOGETHER
Step 1. Go to the panel menu and select CONNECT Users.
Step 2. You will be taken to the page showing all current members of your XBert CONNECT team and their associated permissions.
Select Invite Users at the top of the page.
Step 3. On this page, you may see some people already listed. They will be people who have access already to your Xero account.
To invite people not already listed, select ADD NEW USER.
Fill in their details and decide whether they should be administrators to your account. Administrators can edit CONNECT Settings such as updating payment details and User permissions. To grant administrator status, enable the checkbox by their name and then select ADMIN. When this is green, they will be invited as administrators.
Next, decide whether they should have Unrestricted Permissions where they see all linked organisations, XBerts (risk alerts), Tasks, Snapshots and Charts; or match their Xero permissions so they see only those organisations and associated items (XBerts and Tasks). All XBerts are resolved in Xero, so if Unrestricted, they see items for all linked organisations, however, they can only resolve XBerts for organisations corresponding to their Xero access.
When completed, select ADD USER.
Step 4. When completed, you will see the below confirmation message. Each user invited will be sent an email explaining that they have been invited and instructions on how to join. For security reasons, if the user hasn't accepted the invite within seven days, you will need to invite them again.