Help library

What permissions does a user need to connect Control-C App to your Xero account?

Getting started with us • Setting Up Organisations

The user that connects the integration with Control-C has to have either Subscriber, Standard or Adviser level user permissions. The API essentially works on behalf of the user that authorised it to connect.


You can check if you have access simply by checking in Xero 




To change a user's role or permissions in Xero:
  1. Click on the organisation name, select Settings, then click Users.
  2. Click on a user, or select Change permissions.
  3. To add access to a feature (eg Projects or Expenses), select the checkbox for that feature.
  4. To change the user's role for a feature, click the new role.


API Info

https://developer.xero.com/faq/permissions


User roles and permissions in Xero Business edition

https://central.xero.com/s/article/User-roles-and-permissions-in-Xero-Business-edition-NZ

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