What Xero user permissions do I require in order to use Xonboard?

In order to connect Xonboard with your Xero organisation:

  • You must have the "Standard" or "Advisor" level role within the Xero organisation
  • Must have the "Payroll Admin" privilege
  • Payroll must be provisioned (you must have visited the payroll section at least once)

Xero user roles required by Xonboard

How to check your permissions in Xero

  1. Login to Xero
  2. Navigate to the Organisation you want to check your permissions in
  3. Click the "Organisation name" in the top right, then "Settings"

  1. Check your permissions (see screenshot below)
Xero payroll permissions required to use Xonboard

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