Before you connect Xero
This guide is a launch-safe placeholder until Cameron confirms the current Xero invitation steps. Xero screens and permission labels can change, so do not rely on this article as a substitute for Xero support or your accountant’s advice.
Before you start, make sure you are the Xero subscriber or have authority to invite an adviser, that your organisation file is current, and that you know what level of access you are granting.
What Thryvv needs
Thryvv may need adviser-level access to review trading performance, cash flow, tax obligations and reporting data. The access requested should match the work being done. If the screen labels differ from this article, check Xero’s official guidance or ask Thryvv before proceeding.
Safe next step
If you are unsure which access level to use, contact Thryvv first. We can confirm what is needed for your engagement before you invite anyone into the file.
Source review required: Cameron should confirm the exact current Xero steps and permission labels before this article is treated as a final step-by-step guide.
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