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Using your Xero console
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Hi, I’m Chris an authorised CSP and this is my Xero portal
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This is my dashboard.
This is where I manage the clients I’m working on.
This is where I add an organisation.
This is the company that I use in demos.
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This is where I add an organisation
This is where I add an organisation.
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I can start a trial or buy now for my client
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Next, I use the set-up wizard to guide me through set up
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Jenny’s Boutique has been set up on Xero – and the integration with Vend is complete.
Click here
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Next, I need to hand the subscription over to Jenny… so I remove my access.
Click here
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Transfer to Jenny...
Click here
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I can pay now, transfer or delete the subscription
Pick me
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Enter Jenny’s details...
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Nearly there…
Tick
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Hi I’m Jenny. I’ve just received an email from my CSP.
Pick me
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Wow! I can sign in – or create my login.
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I’m new to Xero so I enter my details and accept Xero’s terms of use.
I need to accept Xero’s terms of use.
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