XPH - Access Creating Notes against Client with view only client permsissions
Staff can no longer add a note to client if view only permissions. Used to be able to with these same settings of not being able to edit a client. Still wanting staff to have access to creating/editing notes against a client. Can this be a separate toggle on so they still have access, currently can only view the notes.
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Jo McMillan
shared this idea
Hi Jo, thanks for raising this idea with us in the forums here. I want to confirm that our team have recently released an update so now staff with View clients permission will be able to add and edit notes on client records within Xero Partner Hub. We appreciate your feedback here to help us improve the practice experience.
