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Giving Otto access to your clients

Otto is like another employee (except he doesn’t need a computer, a branded notepad, or annual leave) so accesses Xero using a web browser. His access is determined by you by inviting him to Xero HQ and assigning clients to him. You can add or remove clients at any time.

Inviting Otto to your practice

Section titled “Inviting Otto to your practice”
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Assigning clients

Section titled “Assigning clients”

Assigning clients where you have manage users access

Section titled “Assigning clients where you have manage users access”
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Assigning your practice Xero account

Section titled “Assigning your practice Xero account”

It’s not possible to assign users access to a practice Xero account via Xero HQ. Here’s what you need to do instead:

  1. Visit your practice Xero account
  2. Click the menu on the top left of the page
  3. Select “Settings”
  4. Select “Users”
  5. Click the three dots on Otto’s row, and select “Change permissions”
  6. Make sure the permissions match the screenshot
The permissions that Otto should be given for your practice
The permissions that Otto should be given for your practice

Assigning clients where you don’t have manage users access

Section titled “Assigning clients where you don’t have manage users access”

Your clients can invite Otto from their Xero organisation. We will need to accept the invitation before Otto will have access.

Here are the steps for your client to follow:

  1. Visit your Xero account
  2. Click the menu on the top left of the page
  3. Select “Settings”
  4. Select “Users”
  5. Click “Invite a user”
  6. Enter your accountant or bookkeeper’s Otto email address. It will be something like practicename@works.withotto.app
  7. Check “Business and accounting” but make sure the others are unchecked
  8. Make sure the permissions match the screenshot
  9. Click “Send invite”
The permissions that Otto should be given when invited by a client
The permissions that Otto should be given when invited by a client

Checking Otto has the correct access

Section titled “Checking Otto has the correct access”

Like Goldilocks and her porridge, it is important that Otto has neither too much nor too little access to your clients. You can check he has just the right role by viewing the clients list in the portal. Any of your clients where Otto doesn’t have the correct access will display a red padlock symbol.

Client list showing clients where Otto does not have the correct access
Client list showing clients where Otto does not have the correct access

View the client details page to confirm the role you should give him in Xero HQ.

Client details with a message that Otto does not have the correct access
Client details with a message that Otto does not have the correct access