XPH | Staff - Add granular staff permission levels and client-level access controls
Problem:
Right now staff permissions in Partner Hub are too broad. I can't limit what junior staff see.
Solution:
Add more detailed permission levels for staff - like view only, edit quotes only, no billing access.
Benefit:
This would make our practice more secure and compliant.
1
vote
Ndzalama Maltin
shared this idea
Thanks for bringing this to the community. We understand the request for more control over staff access in Xero Partner Hub, particularly when different team members need access to different clients or practice functions.
I've moved this idea to Gaining Support so we can continue tracking community feedback. If this would be useful for your practice, share how you currently manage staff access and which additional controls you'd like to see.
