XPM - Staff user role templates
The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.
Jason Lyon
shared this idea
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Rhianan Henderson
commented
XPM permissions for larger practices are time consuming to maintain and difficult to keep consistent. I have to open every staff member one by one if I wish to grant or remove access to something. Would be fantastic to have teams (i.e. Graduates, Seniors, Managers, Admin) and group staff together in their level. I.e. Managers can update client financial information, but Graduates can't. Admin can unlock a completed tax return, but seniors cannot. When a new user starts, I want to be able to select "Manager" and have the permissions set for that user group.
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Daniela Depetro
commented
XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc