Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
Darren Buckley
shared this idea
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Zoe Giles-Jones
commented
Yes, this would save so much time, esepcially as we have permissions based on certain roles in the company.
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David Segall
commented
I support the comments already made about this idea
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Aarohi Shah
commented
This will save lot of time when we have new staff joining as we will be able to give them access to clients by not spending too much time and would be good feature which will attract lot of customers.
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Mridul Khariwal
commented
Its a critical aspect of managing a firm and at present there are other providers who are able to do this.
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Kevin Dunn
commented
Would love this please causes my headaches on every new member of staff taking over an existing portfolio of clients.