Dual login for partners/BAS Agents
Dual Login option for Partners
Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.
This will allow agents to view client BAS for clients they are not the BAS agent for.
Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.
This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.
Renee Tylor
shared this idea
Appreciate you raising this, Renee.
We understand the ask for dual login feature where BAS agents/partners can switch to a profile without agent credentials.
As a clarification, clients can connect their Xero organisation to the ATO as business users, after which BAS agents and partners with the appropriate access can view the client's BAS from within the organisation. A separate client login isn't required for this workflow.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if a dual login option could help with other account management needs and let us know more about your use case.
