Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
4
votes
Candice Randall
shared this idea
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Judy Watson
commented
Agree - this is especially necessary when taking over a Xero Organisation from another Accountant, as their Staff are not automatically removed. Need quickly be able see what Users are linked to which Xero Organisation.
This is critical for the Client's security.