Practice tools | Staff - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
Andy Tran
shared this idea
Hi team, the unified Client and Staff experiences are now live to all practices.
While you can't pick and choose which client details, with this new experience you can restrict staff access to specific client records. Read up more on Staff permission in Xero Central.
Thank you all for your engagement and supporting in this here. 🙂
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Khairil Choong
commented
Any tracktion on this
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Karamjeet Bhatia
commented
This Critical as we don't want give access to all clients to accountants especially when they are newly recruited. Also useful for SMSF accountant to have SMSF client access only
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Franca James (GT Admin)
commented
This is a privacy issue and is critical to ensure we can meet the requirements for our confidential clients. Having their home address, TFN, dob etc open to all staff is a significant issue for these clients. We have more and more clients requesting confidentiality and we are not able to achieve this for them.
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Johnny Su
commented
agree
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Steve Markovich
commented
As we have a range of staff with all levels of seniority and also all levels of maturity it only makes sense to restrict access to privileged information based on those factors.
Notwithstanding that, if other staff and Partners/Business Principles have their details in XPM - they should only be accessible to whom that individual deems necessary