Xero HQ - Ability for practice staff to create client groups
Some of our practice staff have permissions to create clients and also were ableto create client groups for the new client to be added to. With the new Xero Centralisation, those staff can no longer create client groups, or add clients to a group. To allow this we would have to increase their permissions to Practice Administrator. This new required level of access is over the top, just to allow someone to create a client group.
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BWR Administration
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Hi! Following feedback from our partners, it is now possible for standard users to edit, create, and delete groups in the new partner experience. Thanks for sharing your idea, and letting us know the changes that matter most for you.
