Setting Up Your First Organisation or Adding Additional Organisation : Help & Support

Setting Up Your First Organisation or Adding Additional Organisation Print

Created by: Support

Modified on: Fri, 24 Nov, 2023 at 9:36 AM

Setting up your first organisation is quite quick and easy. Follow these 4 easy steps to get going:

1. From the navigation pane on your left hand side under options, go to Manage my Company > Manage Xero Organisations

2. Click on Add new Xero Organisation. It will redirect you to a Xero portal which will ask your permission to grant Control-C to access your data.

3. Once permission granted, you will be redirected to setup your organisations settings e.g. Client Name, Allow Datasets to be taken, etc.

4. That's it and don't forget to hit save! We will take it from here.

You're all set and ready to use Control-C!

Support is the author of this solution article.

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Setting Up Your First Organisation or Adding Additional Organisation Print

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