#userrole

[mareting-blog]

Streamline Admin Governance and Role Control After Migration

Streamline Admin Governance and Role Control After Migration

Learn how you can establish admin governance and role control in a new cloud platform after migrating users and data to it.

[doublerulellc]

Partner Edition User Role Access in Mobile Apps

You have the same role in the mobile app as you do in Xero. To update user roles in your organisation, you'll need to log in to Xero using your web browser.

What Can I Do with My User Role?

Cashbook

Adviser

Bank Accounts

View accounts and balances

View statement lines and transactions

Reconcile account transactions

View bank feed notifications (iOS only)

Receipts

View own receipts

Add, edit, and submit own receipts

Add files to own receipts

Approve own receipts

Contacts

View contacts

Add notes to contacts

Files

View, add, and delete files in the organisation's Files Inbox

Cashbook Client

Bank accounts

View accounts and balances

View statement lines and transactions

Reconcile account transactions

View bank feed notifications (iOS only)

Receipts

View own receipts

Add, edit, and submit own receipts

Add or remove files to own receipts

Approve own receipts

Contacts

View contacts

Add notes to contacts

Managed Client

Bank accounts

View accounts and balances

Ledger

Adviser

Bank accounts

View accounts and balances

View statement lines and transactions

Reconcile account transactions

View bank notifications (iOS only)

Receipts

View own receipts

Add, edit, and submit own receipts

Add files to own receipts

Approve own receipts

Contacts

View contacts

Add notes to contacts

Files

View, add, and delete files in the organisation's Files Inbox

Managed Client

Bank accounts

View accounts and balances

Where Can I See My User Role?

For iOS

1.  Tap the more menu

2.  Tap Organisation.

3.  Your user role is shown under your organisation name. If you have access to multiple organisations, your role will be shown under each organisation name.

For Android

1.  Tap the arrow next to your organisation name.

2.   Your user role is shown under your organisation name. If you have access to multiple organisations, your role will be shown under each organisation name.