Users and permissions

Statey mirrors the user configuration you have in Xero and allows for an unlimited number of users.

Users need 'Standard' or 'Advisor' permissions in Xero to edit statement settings and schedules in Statey.

Users with 'Invoice only' or 'Read only' permissions can access Statey but cannot edit settings.


To add a new user to Statey

Step 1

Add the user to your organisation in Xero. You can access your Xero user settings here — https://go.xero.com/Setup/Users.aspx

Step 2

Ask the user to log into Statey at www.statey.app.

When new users log into Statey for the first time, they are automatically granted access according to your Xero user configuration.


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