Xero - Adding (and removing) users in Dwellant

Adding a user Dwellant is super simple.

 

In Xero, you will need to add a contact to your organisation (building).

 

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Add the name and email address (Note: the email address must not be a 3rd party email  e.g. a letting agent or someone from your company)

 

This part is required by Xero but not tracked to Dwellant

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This is the name and email that will appear in Dwellant

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and a phone number

 

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Street Address is what will be used to create the unit (This is required for the user to be imported)

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Dwellant will display 

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Postal Address is the Correspondence address 

 

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Dwellant will display 

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For the user to show you will also need to add an invoice to the user. In the example below, we have added a £0 value setup invoice. 

 

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Full user display

 

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Users will appear in Dwellant the following day as we have a job that runs overnight.

 

Warning: Do not Recycle or Megre user accounts. All accounts when finished with need to be Archived.

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