Workpapers - Allow non Super users access
Workpapers - Setup - Allow users, other than Super users, the ability to set up Xero workpapers.
Lachlan Ingram
shared this idea
✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
-
Ed Eikelboom
commented
Currently the system requires that the master administrator has user access to a Xero file to be able to set up a workpaper. The problem is that there is only one master administrator allowed. In our practice the master administrator does not have access to all Xero files. This system would mean that the master administrator has to be invited into the file. The bigger issue is if no other staff have ability to invite the master administrator - that who mean going back to the client, to do something that effectively is an internal practice issue. Please either allow more than one master administrator or allow anyone with Adviser access to be able to set up a workpaper.