Xero HQ and Staff screens - search by Client name, Org name and Legal name, and show Practice Admins permissions
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.
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