Grant temporary access to Xero

Steps to grant Drivetrain temporary access to Xero.

Grant Temporary Access to Xero for Support

In some cases—such as bug troubleshooting or connection errors—you may be asked to grant the Drivetrain team temporary access to your Xero account. This allows us to log in and investigate issues directly from the Xero UI.

This guide explains how to provision a temporary user with sufficient access that can be revoked once support is complete. Use this flow only if requested by Drivetrain support. Most customers will not need to follow these steps.

Step 1: Invite a New User in Xero

1. Log in to Xero with an Org Admin account.

2. From the Organization dropdown, select Settings > Users.

3. Click Invite a User.

4. Enter the user details:

   • First name: Drivetrain

   • Last name: AI

   • Email: Use the address provided by your Drivetrain Customer Success Manager (typically dp-{customername}@drivetrain.ai).

5. Assign permissions:

   • Projects: Admin

   • Business and Accounting: Advisor (Org Admin is preferred for troubleshooting).

6. Click Send Invite.

Step 2: Notify the Drivetrain Team

Once the invite has been sent, notify your Drivetrain point of contact. A team member will accept the invitation and proceed with the troubleshooting.

Step 3: Revoke Access After Resolution (Optional)

You can remove the temporary user after the issue is resolved:

1. Return to Users in Xero.

2. Locate the Drivetrain user.

3. Click Remove User.

Security Note

This temporary access method gives Drivetrain team members front-end visibility into your Xero account. We recommend using it only when required and revoking access once the issue is resolved.