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.