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3 results found

  1. User roles - Allow Products and services as an optional user role

    I have managed to do invoice only - approve and pay so that my staff can see all sales, purchases, sales orders and purchase orders but cannot see the banks accounts, however they now cannot see products and services which they need to

    2 votes

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    0 comments  ·  User permissions  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Displaying/Managing XPM/HQ User permissions in table format (bulk update)

    In our firm, all staff have been added to groups, i.e. client services, accountants, smsf, advisory etc. Each group has set Xero access permissions, so being able to manage in bulk/group/team would be beneficial for us.

    Request: To be able to view and update user permissions in bulk by viewing in table format.
    Also being able to filter by 'Team'.

    See attached.

    1 vote

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    0 comments  ·  User permissions  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Staff Permission Filter In XPM/HQ

    Staff Permission Filter In XPM/HQ

    A filter that allows admin user to be able to select a certain XPM permission and see which staff in the business have access to it.

    Also, being able to update staff permission in bulk or by group/team

    1 vote

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    0 comments  ·  User permissions  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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