New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
9
votes
AdminKelly Munro
(Community Manager, Xero)
shared this idea
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The status of this idea has been updated to Gaining Support. Being able to assign a wider range of user permissions within the practice tools interface could make managing staff roles more flexible and centralised.
This idea is gaining traction quickly, which shows it’s something many in the community would find valuable.
If you’d like to see this feature added, please vote or comment to help us understand its impact.