Read Only Options
Can more users be allowed to view the new Xero Workpapers other than the usual 3 users?
Requiring an Admin staff member to kick people off or add people on to have a quick look at the Xero workpapers is quite tedious, so having an option to add a user as "Read only" and not occupy a preparer, reviewer or final reviewer slot could be handy.
4
votes
Thomas Bot
shared this idea
Hi all, thanks for your feedback here. With new Xero Workpapers, workpaper packs can be seen by all staff that have access to the client record.
Client record access is managed as part of the staff management menu within the practice tools. We have a bit of information to help with this on Xero Central 🙂
