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How to add entities to your group

Written by Andrea Sellers
  1. Head over to the Sources page using the blue navigation bar to the left of the screen.

  2. Once you’re in Sources click ‘Connect an organisation’ to add your entities.

  3. When connecting Xero organisations, you'll need to have either "Standard + Reports" or "Adviser" as your role in the Xero organisation as that impacts the type of API's you're able to give permission for. You can check a user's permissions via settings in your Xero organisation or read more about the roles and permissions in Xero's help centre.

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