New Xero HQ Staff page - ability to filter to client groups when assigning clients to staff
On the old Xero HQ staff page, you could click on the staff member, add clients, and then filter to client groups.
With the new Xero HQ Staff page layout, this ability has been lost and it's vital for adding clients in bulk to particular office groups, particularly for our new starters.
Alana Hamson
shared this idea
Hi team, thanks for the feedback on this one. It's good to understand the different ways our practices assign Staff permissions to clients.
You'll find that within a Staff record, from the Clients tab there is a Groups option where you can filter all clients by Group to then assign access to those clients as needed. 😊
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Joe Law
commented
It would be useful to have set Staff Teams appear under the 'Filters' list when adding new users to a client.
We have our internal teams set up as Staff Teams in our practice, and it would speed up allocating access if we could filter the list of staff via these teams.
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Elliott Gray
commented
This looks like a very useful feature
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Ben Edmunds
commented
Very important for us
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Wilson Anyanwu
commented
Yes this feature is very important