How to update your xero account personal details and preferences [xero]

Updated: 25/08/2021
Article #: 114


Xero provides the ability to update both your Xero Profile Settings (personal details) and Account Preferences. 

Profile Settings (Personal Details)Account Preferences

You can add/update the following details:

  • First name and last name
  • Job Title
  • Brief Bio
  • Location (Country)
  • Phone Number
  • Website
  • Add a profile image

You can add/update the following details:

  • Account Email Address
    Note: providing the new email address is not already linked to another Xero Account
  • Password
  • Change Multi-factor authentication type and method
  • Change Backup email address
  • Change your login preferences

Update Profile Settings

  1. Log into Xero and click on your Initials on the top right-hand side of the screen

    è  The Xero Profile icon



  2. Click on Edit Profile

    è  The Profile Settings screen opens


  3. Update your personal information and/or upload a profile image
  4. Once you have updated your personal settings click on [Save]

Update Account Preferences

  1. Log into Xero and click on your Initials on the top right-hand side of the screen

    è  The Xero Profile icon



  2. Click on Account

    è  The Account Settings screen opens



  3. To update any existing Account Preferences click on Change next to the relevant option and follow the prompts
    Note: for every preference option you attempt to change, Xero will require authentication either in the form of the security code or password (depending on the option you wish to change)
  4. Once you have made the required Updates, click on [Update preferences]

 






Rate this Topic:
Rating: 0.00 / Votes: 0