In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Xero to allow inDinero to download your account activity, or watch this walk-through.
Log into your account and navigate to General Settings from the Settings drop-down menu.
Click Invite a User.
Enter the following information.
- First Name, Last Name
inDinero, Finance Team
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
Choose Advisor then click Continue.
Click Send Invite to send your service team the email they need to get started.
They will show as pending on the list of users until they’ve accepted the invitation.