sblive Xero Guide

The aim of this section is to provide a guide in making your Xero system secure and how to adjust the settings.

In order to reduce the risk of being hacked it is important that you maximise the security for your personal login to Xero. To do this you need to access the “Account” area in user preferences and security. This is located in the top right of the desktop screen at number 2.

In this section you can edit your email address and password and enable two step authentication for login. It is important that you enable two-step authentication as this prevents your account from being remotely hacked.

The company settings can be accessed via the main toolbar at the top and, as with other areas inside Xero, allows you to mark “Favourites” for ease of access. We advise at least selecting “Users” for this area. This can be done by opening the “General Settings” page and clicking the star.

Page 7 of 166

Made with FlippingBook - professional solution for displaying marketing and sales documents online