Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
Jessica Douglas
shared this idea
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Tanya Holtham
commented
very important for my clients whom need their accounts audited and we want the supporting documents filed in Xero but only want the auditor to have view only access.
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Marlene Rugg
commented
Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.