Your team list is generated from your staff list in Xero Practice Manager.
To add a new team member, add them to Xero Practice Manager. They will show up in Link within 10 minutes once the 10 minute sync runs. Once the team member appears in Link they will be assigned all the default values which can be updated in the team table, or by clicking into the team members name and assigned them in this page.
Comments
0 comments
Please sign in to leave a comment.