What role is required to create a client record in Xero HQ?

To create a client record in Xero HQ, the role of Administrator or Master Administrator is essential. These roles possess the necessary permissions to manage the account settings, including the creation and management of client records. Administrators have comprehensive access that allows them to configure the system and oversee all aspects of the Xero HQ environment. This access is crucial for establishing client relationships and ensuring that records are set up correctly to enable effective management and service provision.

Other roles, such as Standard User, Client Manager, and Finance Officer, may have limited permissions that do not extend to the full administrative capabilities required for creating client records. Standard Users typically have access only to specific functions within the system, while Client Managers and Finance Officers might be focused on specific tasks related to clients or finances but do not hold the overarching administrative privileges necessary to create or manage client records.