Managing users and roles in your business account – Xe Help Centre

ℹ️	Please note: This feature is on limited release and will soon be available to all customers.

The 'users and roles' section of your business account allows account admins to edit a user's role, or remove them from the account.

Types of roles

There are three types of user roles in a business account: Admin, Authorizer, and Inputter.

Role	Permissions
Admin	Admins have full access and approval rights. They can: Book balance transactions that do not require authorisation Book contracts, payments, and scheduled payments that do not require authorisation Authorise contracts, payments, and scheduled payments submitted by Inputters or Authorisers Manage users, including editing user roles and removing users from the account
Authoriser	Authorisers can submit items and approve others’ work, but not their own. They can: Book contracts and payments that require authorisation by another Authoriser or Admin Book scheduled payments that require authorisation by another Authoriser or Admin Authorise contracts, payments, and scheduled payments submitted by Inputters or other Authorisers Book balance transactions that do not require authorisation They cannot: Authorise their own contracts, payments, or scheduled payments
Inputter	Inputters can submit items but cannot approve them. They can: Book contracts and payments that require authorisation Book scheduled payments that require authorisation Book balance transactions that do not require authorisation

Admins can edit user roles by:

Click the dropdown next to your profile in the top right-hand corner and select Users and roles. A list of all current users will appear.
In the Role column, click the dropdown next to the user’s current role (e.g., Admin, Inputter, Authorizer).
Select the new role you want to assign.
Confirm the role change.
To update multiple users at once, check the boxes next to their names before selecting the role you want to assign.

Admins can delete users from an account by:

Click the dropdown next to your profile in the top right-hand corner and select Users and roles. A list of all current users will appear.
In the Role column, click the dropdown next to the user’s current role (e.g., Admin, Inputter, Authorizer).
Click Delete user.
Confirm user removal.
To delete multiple users at once, check the boxes next to their names before clicking Delete user.