Practice tools

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1. Xero HQ | Permissions - Bulk change staff permissions

   It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.

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   4 comments  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, rounding back across the idea here and with the new unified client and staff experience with majority of Practices I wanted to confirm how staff permissions to clients can be changes in bulk.

   It's possible to update a Staff's permission to multiple clients at once;

   • Go to Practice > Staff,
   • click the staff members name,
   • from the Clients tab you will be able to filter/sort and select multiple clients at once to Edit permissions in bulk

   You can also update multiple Staff's access to a Client from the Clients page;

   • Open the Client from the list view,
   • Go to the Staff tab
   • From here you can Filter or search Staff and select them to bulk Edit permissions to that client

   We also have a guide on Xero Central to help with managing staff n the new experience that maybe helpful to some in the idea here. Thanks