In this guide, we will look at how we add other people to our Amplify organisation and manage members. 

There are two key ways that a user can access your Amplify organisation: through an invite, or through Xero access.

Xero Access

If a person has access to a Xero account, and that Xero account has an active Amplify subscription, they will have automatic access to Amplify. All they need to do is sign in with Xero. 

The reason why we allow any Xero member to access Amplify is because anyone who needs access to Xero will also likely need access to Amplify such as board members, accountants and auditors for example.

Invitation Access

The other way to access Amplify is through an invitation. A user that is invited will have difference access compared with a user that has Xero access. They will have access to all data, except that they will not be able to retrieve financial data from Xero. The exception to this is in meetings where another member in the meeting has Xero access and pulls the Xero financial data from Xero. In this case, invited members will be able to see the data, although they will not be able to change it or retrieve data directly from Xero.

Inviting a User

To invite a new user. Go to the toolkit tab and open settings. You will get the following screen.

Click on invite new user and enter their name and email address.

Once invited they will get an email with a link to confirm the invitation. If they don't yet have an account, they may be prompted to create one.

That's it! They're now a part of your Amplify organisation.

Removing a User

To remove a user, navigate to the settings in the toolkit tab. Hover over the user you want to remove and hit the trash icon. They will then be removed.

Removing Yourself from an Organisation

You can also remove yourself from an organisation. You can either follow the steps above in removing a user, or you can go to your profile and remove organisations in that view.

To go to your profile click on the three lines at the top right of the screen and click on your name.

Hover over the organisation you want to leave and click on the caution icon.