How to Update Staff Email Addresses in Xero Practice Manager

Background

When we first invite our team into Xero Practice Manager we do so via a unique email address. This is the email address the team member uses to login to their Xero Practice Manager and may also be connected to their Xero login (if they have one). What happens when email addresses change?

Answer

Once created, we are unable to update staff email addresses used in Xero Practice Manager as these are linked to their permissions and login details. Our only option then is to add a new staff member with the same details but a new email address. We can delete the old one either before or after we add the new email address to WorkflowMax ensuring we follow this process.

FAQs

1. What will happen to historical timesheets?
   These will become 'read-only' which is why it is important that you don't need move, edit or update any time on the old staff user email address after you have deleted it.
   
   
2. What will happen to staff performance reports?
   You may see two staff records appear in some historical reports with identical staff names.Xero Practice Manager thinks these are separate users so displays them twice. This is why the beginning of a month is a good time to update staff email addresses in Xero Practice Manager as we know when we can expect these reports to have updated to the new user email.
   
   
3. What happens to the connected Xero Login?
   In some instances the single sign-on with Xero will be broken when you add/remove a staff member in order to update their email address in Xero Practice Manager . You will need to contact Xero support in order to fix this at support.xero.com
   
   
4. What if I can't login to support.xero.com in order to log a ticket?
   Another user in your organisation will need to do this on your behalf.