Q: How do I give my accountant access to my Xpos account?

Q: How do I give my accountant access to my Xpos account?

A: You can grant your accountant access by creating a new staff member with limited permissions. This allows them to view the necessary reports without having full access to your account settings.

1. From the Xpos Settings, navigate to the Staff section.
2. Click the + Add Staff button.
3. Enter your accountant's email address. This must be the same email address they will use to sign up for Xpos.
4. Under the Security Options, select only Reports. This ensures they can view the necessary financial data while keeping other parts of your account secure.
5. Click the Save button to finalize the new staff member's profile.

Once you have completed these steps, your accountant will need to visit golf.xpos.co.uk and click Sign Up Now to create their account. After they've signed up, they can log in using the same link and will have access to the reports you granted them permission to view.