Xero HQ - Allow users to see all clients and request access as needed
It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)
In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context behind the request.
Lastly, would be good for approver to have an option to make the access temporary or permanent. Sometimes a user may only need access for a day or a month.... and quite often access is never revoked. If the approver could say give user X access for 30 days, then they'd not unnecessarily clog up the user list thereafter.
....if they DON'T have access, allow user to request access from HQ Administratior with a si
Chris Tinta
shared this idea
Thanks for each sharing and engaging with us through product ideas here, team. As you'll have noticed we have introduced a new unified client and staff experience, combining Xero HQ and Xero Practice Manager.
There are updates to permissions and managing staff with this new experience and you'll find you can now grant a staff 'View' access to Clients - Learn more about managing staff permissions on Xero Central.
With multiple ideas wrapped into the one here we've created separate ideas so we can get a better understanding and insight for;
- Staff being able to request access to a client
- Providing a staff member temporary access to a client
We'd love you to vote on these if one or both would be useful to you. 🙏
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Alex Clark
commented
This, or for staff to only appear on a client's user list once they have actively accessed their account for the first time.
With the current set-up our options are either to grant all staff access to all clients, which is messy and creates confusion for clients.
OR
Try to manage individual access requests as and when they arise, which becomes more and more difficult and time consuming as our practice scales with both client and staff numbers.