Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
Candice Randall
shared this idea
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Renola Borge
commented
Xero user list -is it possible to get a list of all users on Xero for all organizations, we are a Not for Profit and have about 30 entities which have a number of users in each Xero organization. I know that you can get a user list if they are on the staff list in Xero HQ, but it would be good to have a report to get all users in all the Xero organizations instead of going into each entity and then going to Organization name > Settings > Users
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Judy Watson
commented
Agree - this is especially necessary when taking over a Xero Organisation from another Accountant, as their Staff are not automatically removed. Need quickly be able see what Users are linked to which Xero Organisation.
This is critical for the Client's security. -
BLG Business Advisers
commented
Would be useful for tracking purposes to have ability of exporting clients list together with table informing who is subscriber. At the moment even filter like that cannot be applied to display clients in Xero HQ.