Add each person in your firm here rather than letting them register, which would create a separate firm. There’s no limit on how many users you can add.
In Seamlss: Settings, Users.
Open UsersAdd a user #
Select Add User
Go to Settings, Users and select Add User.
Enter their details
Name, email, mobile and a password. The password needs at least 6 characters, with an uppercase letter, a number and a special character.
Choose their role
Admin can do everything, including templates, integrations and settings. Staff Member can manage clients and their own account. Most of your team are Staff Members.
Add any extra roles
Partner marks them as a partner, which is who the Partners tick on a notification reaches. Restricted User hides Tax File Numbers and identity verification files, and lets them archive clients but not delete them.
Set notifications and security, then save
Receive notifications turns their notifications on. Send notifications to someone else redirects them, for example to an assistant. Require secure login makes them use an authenticator app or Sign in with Xero. 2FA is an ATO requirement for anyone handling sensitive client data.
Want it for the whole firm? Turn on Enforce Secure logins at the top of the Users tab instead of ticking Require secure login for each person. Everyone then needs an authenticator app or Sign in with Xero.
Manage a user #
Select the three dots at the end of a user’s row for Add as Client/Contact, Edit, Disable and Delete. A disabled user shows as Inactive, and the same menu offers Re-enable.
Someone has left? Disable rather than delete. Their name stays on what they did, such as verifications and the audit history, so the record still reads clearly.
A star marks the organisation owner, who has the Partner role by default. Add yourself as a client explains Add as Client/Contact.
Something not working? #
A user can’t see a client’s TFN or ID documents
They’re a Restricted User. Edit their user and untick Restricted User if they need access.
A user can’t delete a client
Restricted users can archive clients but not delete them. Untick Restricted User if they should.
A user isn’t getting notifications
Edit their user and check Receive notifications is ticked, and that Send notifications to someone else isn’t diverting them. See When notifications don’t arrive.
2FA Status is empty
They haven’t set up an authenticator yet. Tick Require secure login, or turn on Enforce Secure logins, and they’re asked at their next login.
A colleague registered their own account
That created a separate firm. Contact support and we’ll move them across, then add them here.
Still stuck? Contact support and tell us what you see.
