Using your Xero console
Hi, I’m Chris an authorised CSP and this is my Xero portal
This is my dashboard.
This is where I manage the clients I’m working on.
This is where I add an organisation.
This is the company that I use in demos.
This is where I add an organisation
This is where I add an organisation.
I can start a trial or buy now for my client
Next, I use the set-up wizard to guide me through set up
Jenny’s Boutique has been set up on Xero – and the integration with Vend is complete.
Click here
Next, I need to hand the subscription over to Jenny… so I remove my access.
Click here
Transfer to Jenny...
Click here
I can pay now, transfer or delete the subscription
Pick me
Enter Jenny’s details...
Nearly there…
Tick
Hi I’m Jenny. I’ve just received an email from my CSP.
Pick me
Wow! I can sign in – or create my login.
I’m new to Xero so I enter my details and accept Xero’s terms of use.
I need to accept Xero’s terms of use.