XPM - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
Andy Tran
shared this idea
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Franca James (GT Admin)
commented
This is a privacy issue and is critical to ensure we can meet the requirements for our confidential clients. Having their home address, TFN, dob etc open to all staff is a significant issue for these clients. We have more and more clients requesting confidentiality and we are not able to achieve this for them.
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Johnny Su
commented
agree
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Steve Markovich
commented
As we have a range of staff with all levels of seniority and also all levels of maturity it only makes sense to restrict access to privileged information based on those factors.
Notwithstanding that, if other staff and Partners/Business Principles have their details in XPM - they should only be accessible to whom that individual deems necessary