Setting Up Hybrid Reseller/End User Accounts for Control-C Backup

Introduction

This guide explains how to configure a hybrid Reseller/End User account to fully manage all aspects of Control-C backup for Xero Business accounts on behalf of your client.


To complete this setup, you must have a Xero account with one of the following user roles: Subscriber, Standard, or Advisor.


The purpose of this configuration is to enable you, as an MSP, to perform tasks that typically cannot be done on behalf of a client—specifically, connecting and reconnecting Xero organisations to the Control-C service. This requires a user account in Xero created by the client.

Privacy Notice

Access to your client’s financial data is a significant responsibility. Please:

  • Use this access only for connecting or reconnecting the organisation.
  • Log out of Xero immediately after completing the task.
  • Treat all client data with the highest level of confidentiality and respect.

Prerequisites

Before starting:

  • Ask the client to create a Xero user for you with at least the Standard role.
  • We recommend using a generic email address in the format:
    clientname@reseller.domain

Setup Steps

  1. Invite the Client
    Log in to the Reseller Portal and invite your new client using the same email address that was set up in Xero.

  2. Accept the Invitation
    As the new client, accept the email invite sent to the same address used in Step 1 and follow the instructions to complete the setup.

  3. Add Xero Organisations
    While logged in as that user in the Control Panel, add all Xero organisations to the Control-C account for backup.

  4. Grant Reseller Access
    In the Control Panel, go to Users under Manage My Company and invite the Reseller. This provides access privileges for:

    • Assisting with data downloads during a disaster recovery (DR) situation.
    • Supporting general data extraction if requested by the client.

Reseller Portal Overview

The Reseller Portal serves as a central hub for:

  • Monitoring the health of all client backups.
  • Consolidating reporting across multiple clients.