Setting Up Organisations

Setting Up Your First Organisation or Adding Additional Organisation
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 u...
Fri, 24 Nov, 2023 at 9:36 AM
Setting Up Cloud Storage
Sync your backups to four major cloud storage providers… Dropbox GoogleDrive Box OneDrive for Business To get started, follow these quick easy steps:...
Mon, 2 Dec, 2024 at 4:50 PM
Restricting User Access To Organisations
Ask yourself: Does Andy in Accounting really need to have access to all of your data? He likely only needs to have access to specific data to perform his jo...
Wed, 3 Nov, 2021 at 1:28 AM
Manually start a new backup
Introduction Your backup will start automatically. Your first full backup of all data will only start immediately if you did not start with a free trial i....
Thu, 9 Jan, 2025 at 12:31 PM
What permissions does a user need to connect Control-C App to your Xero account?
The user that connects the integration with Control-C has to have either Standard or Adviser level user permissions. The API essentially works on behalf of ...
Tue, 30 Aug, 2022 at 10:17 PM
How to Disable and Enable an Organisation
Xero Tokens don't last forever so at some point in time, you will need to reconnect your Org or maybe you would like to simply disable any further conne...
Thu, 5 Oct, 2023 at 10:39 AM