Settings

Working with Groups

• Setting up Groups
• Create a Group
• Adding Staff to Groups
• Scheduling with Groups

Organisation Settings

• General Settings
• Plan Settings
• Notifications
• Allocating Task Colours

XPM/WFM Settings

• Xero Practice Manager / Workflow Max
• Sync Mode
• Sync

Users

• Inviting Users
• Manage Users
• Set Staff Capacity

Task Defaults

• Task Defaults