Required Xero permission levels for RosterElf integration
This article explains the steps to connect your Xero and RosterElf accounts. For a seamless setup, ensure you have the required permissions in both systems. The right permissions allow you to access and manage payroll functions, which is essential for connecting Xero and RosterElf effectively. Follow this guide to confirm your authorisations and complete the connection process for efficient payroll management.
1. Check your permissions in Xero and RosterElf
To connect Xero and RosterElf, you must have the correct permissions in both systems. In RosterElf, this means Admin or Payroll Admin access, and in Xero, Standard or Adviser access with Payroll Admin privileges. Here’s how to check your access level.
1.1 verify permissions in RosterElf
To connect RosterElf to Xero, confirm you have Admin or Payroll Admin access in RosterElf.
1.1.1 Log in to RosterElf and follow this guide.
1.2 verify permissions in Xero
Ensure you have the required permissions in Xero for the connection to work correctly.
1.2.1 Go to Xero.com, and log in.
1.2.2 Click on the entity name at the top left, then select Settings from the dropdown menu.
1.2.3 Select Users and locate your name on the list.
1.2.4 Confirm that you have Standard or Adviser access with Payroll Admin permissions.
2. Setting up Xero for payroll processing
Once you have confirmed your permissions, you can proceed to set up Xero for payroll processing with RosterElf. Follow the Xero setup guide for detailed instructions.