New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
10
votes
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Hi team, returning back to the idea here this is now a feature that is available within the new Client experience landed with majority of practices now with the final rollout in Australia.
From the Staff record > Client tab you can assign a staff member an organisation level role (Advisor, Standard, Invoice only, Read only or No access).
We appreciate your feedback and sharing in Product Ideas with us.
