Zigaflow

Settings cog icon, a dark gear outline with blue and orange accents, clicked to open the settings menu

in the top right-hand corner of your screen

Blue Connect button used to link Zigaflow to Xero from the Integrations page after selecting the Xero integration

You will then be prompted to enter your Xero login details

1. Click on the
   Settings cog icon, a dark gear outline with blue and orange accents, clicked to open the settings menu
   in the top right-hand corner of your screen
2. Click on <b>"Integrations"</b>
3. Click on the
   Blue Connect button used to link Zigaflow to Xero from the Integrations page after selecting the Xero integration
   button next to the Xero logo
4. You will then be prompted to enter your Xero login details

Learn more: <a href="https://zigaflow.com/integrations/xero" rel="nofollow noopener noreferrer" target="_blank">the Xero integration</a>

Connect your Xero account to Zigaflow for the first time from the integrations page by signing in with your Xero login details.

How to connect to Xero

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Create your workspace and invite the people you work with.

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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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