Managing My Accounts – YouBiz Help Centre

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YouBiz Help Centre
Managing My Accounts

Management

How do I make changes to my main account details?
How many currency accounts can be opened under my YouBiz account?
How do I create a currency account?
How do I change the name of my currency account?
Where do I find my account number/details?
Why is my account number only showing 12-digits?

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Roles

How do I invite team members to join YouBiz?
What are the different user roles?
How do I assign the permissions for the different user roles?
How many team members can an Admin invite?
How do I upgrade or downgrade my role?
How do I delete users?

Xero Integration

How can I integrate my YouBiz Account with Xero?
Who will have access to manage Xero Integration?
How can I disconnect my YouBiz Account with Xero?
Will Xero Integration be supported on YouBiz Web and YouBiz Mobile?
How can I disconnect a specific account (multi-currency account) with Xero?

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