freshOps App

Step 4: Match your freshOps Employees with their Xero Employee Records.

Auto-Pair will try to pair employees using a combination of their name and email address, if they are the same in both freshOps and Xero.

Drag-and-drop to manually pair the freshOps Employees with their Xero Records

If an employee is missing from either freshOps or Xero, you can import them into either software from the other.

Setting up freshOps Employees with Xero Employee records

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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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