How to change a user role to Advisor in Xero

Step‑by‑step: change a user’s role to Advisor

• Sign in to Xero. Log in to Xero with a subscriber or advisor account that has permission to manage users.

• Go to the Users page. At the top left, click the organisation name and select Settings. From the General section, choose Users. This page lists everyone who can access your organisation.

• Select the user to edit. Find the user whose role needs to change (for example, the person performing backups) and click their name to view their permissions.

• Edit role. In the roles/permissions area, change the role from Standard to Advisor. Make sure the Manage users permission is selected if you want them to invite others or change roles.

• Save changes. Click Save to update the user’s role. The user may need to log out and back in for the change to take effect.

Xero is adding an authorization check to the TaxNumber field on the Contacts endpoint. This change means users with a Standard role will only see the last four digits of US tax numbers. If you back up Xero data through our service and want to preserve the full US tax numbers, the Xero user performing the backup needs the Advisor role. Please refer to the above steps on how to change the role in Xero that will let you backup the whole tax numbers. Once the role is updated to Advisor, the user will be able to retrieve full US tax numbers through the Xero API and your backups will include complete values.