Capabilities
Provisioning
AccessOwl creates user accounts with the specified roles/permissions during access requests.
Deprovisioning
AccessOwl deletes users from your Xero organisation during access revocations.
Prerequisites
- Advisor or Standard user role with the Manage users permission in your Xero organisation, so you can invite the integration account.
Setup
Add Xero in AccessOwl
Either add a new application or open Applications and click the +-symbol, then continue.
Invite the integration account
AccessOwl shows you the integration account’s email address. In Xero:
- Click your organisation name, then go to Settings and select Users.
- Click Invite a user.
- Enter the integration account’s first name, last name, and email address.
- Assign a user role (Advisor or Standard) and enable the Manage users permission.
- Click Send invite.
The Manage users permission is required so the integration account can invite new users, update roles, and delete users from the organisation on AccessOwl’s behalf. Neither the Advisor nor the Standard role includes this permission by default, so it must be explicitly enabled.