Who in my team can set up Xero, and how do I confirm it is linked to the right organisation?
Connecting, mapping and syncing need the Manage Xero Integration permission, which the Admin role has by default. Once connected, the Xero set-up page shows the organisation’s name, base currency, country and whether it is a Xero demo company, so a wrong link is easy to spot. The Test mapping button then checks each mapped account against your live Xero chart of accounts and flags any problem before invoices fail.
