Client list - Add Practice Admin access as a column
We manage user access centrally across thousands of clients and hundreds of users, and Managing Staff Access in Xero HQ and in Staff settings is very messy, particularly when Client Names and Xero Organisation names differ.
Xero HQ only searches over the client name and legal name, so if the Xero Org name is different, we can't find it, and causes confusion and time wasting, particularly when trying to edit staff access.
Staff permissions screens only shows the client name (often truncated) which adds to the issue, so trying to provide a staff member access to multiple Xero Orgs is cumbersome because it is difficult to find the correct clients.
Further, the is no clear visibility if Practice Admins have Manage User access until we open the client or try to edit permissions.
It would make practical sense to fix these issues with following key functions:
1) Xero HQ - in the client list, ability to search Client name, Xero Org name and legal name, AND show what access the Practice Admins has
2) Staff permissions area - this should also work as above, so that we can see and search over all 3 names, and we can clearly see what access the Practice Admins have.
Franca James (GT Admin)
shared this idea
Hi Franca, appreciate your feedback here and wanted to share a little more information as we untie your needs.
Within the new Client experience it's possible to search the following fields from the Client list
- Client name
- Organisation name
- Legal name
- Business number
- ABN (AU)
- TFN (AU)
- IRD number (NZ)
- Physical address
- Phone number
However, as you noted it's not possible to view staff permissions from this view. I've slightly updated the title of your idea to reflect this.
Being open we don't have plans for adding the level of practice admin access to the client list however we'll continue to track and share if any plans are made with you here.
