freshOps App

How to get started Integrating with Xero

How to setup your Xero Integration preferences

Setting up Xero preferences

How to connect freshOps Employees to Xero Team Members

Setting up Xero Team Member Connections

How to connect freshOps Sites with Xero Tracking Options

Setting up Xero Site Tracking

How to create Payrule Groups and Payrules for Xero

Setting up Payrules

Moving a Employee from Casual to Part-Time for Example

Changing an Employee into a different Payrule Group

Martin Callan

Setting Up Xero

getfreshOps.com

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freshOps UK Website

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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