In Xero HQ, we’ve created groups of clients
In Xero HQ, we’ve set up client groups to help manage user access more efficiently based on group membership.
We’d like to suggest an enhancement: when setting up a new file and assigning it to a group, it would be extremely helpful if access could automatically be granted to all users who already have access to that group. This would eliminate the need to manually reassign access for each new file.
We kindly ask that you consider adding this functionality to Xero, as it would greatly improve workflow efficiency and reduce administrative overhead.
Xero Subscriptions
shared this idea
-
Liam Smith
commented
For larger firms this is a real pain; ideally we want to be able to only give access to the people that need it.
It seems very odd for Org access to not be granted to all members of the group when a new Org is added to that group.