Permissions in Xero to work with MM

Xero User Permission Settings

Listed below are the minimum permissions a Xero user needs in order to be able to link with MagManager through the Xero API.

To access user settings in Xero > Click on the company name top left > Select Settings > Select Users > Select the user and edit as required & Save

New versions of Xero look like this:

If the user does not have the Xero user permissions set up correctly in their Xero account, they will likely see the following screens appear when they try to access a client record:

MagManger User Settings To Work with Xero

In MagManager the user settings should be either set to Admin or if they are a non admin MagManager user, the 'Can Use Xero' option should be ticked.

To access user settings in MagManager > Go to the main settings page > Under Admin > Select Users > Select the user name > Update settings as required & Save.