XPH - Bulk update staff permissions and settings
I'd like to update staff charge out rates and access rights by team, rather than having to open each team member individually. With 90 team members, this is time-consuming and increases the risk of errors. I imagine many larger firms have the same problem.
Xero doesn't have a bulk update feature for staff charge out rates in Practice Manager or Xero Partner Hub. Each staff member's billable rate needs to be updated individually by going to Settings, then Staff, selecting the staff member, and updating their rate in the Financials & performance section.
Similarly, access rights and permissions need to be set individually for each staff member. While you can assign multiple clients to a single staff member at once, or assign multiple staff members to a single client, you can't bulk update permissions by team or group across multiple staff members simultaneously. We adjust hourly rates annually and benchmark the team at levels such as Manager, Senior, Associate Director etc. these staff need to have consistent rates and permissions.
This would be a valuable time-saving feature for practices like mine with large teams. This functionality has been raised before, and I've been asked to request the enhancement many times over the years.
Rhianan Henderson
shared this idea
Hi Rhianan, thanks for raising this suggestion. Being able to select a group of staff and update their rates or permissions at the same time could make practice administration easier.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. It would be useful to hear whether you’d prefer bulk updates based on role, team, level or another grouping.
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Rhianan Henderson
commented
Hi Anis,
Thank you for responding to my request. This enhancement really is crucial to maintaining consistency across permissions for larger practices.
Any label which can be customised to represent a group of staff will work, whether thats title, teams, level, division. For example, many firms have their accounting staff structured in levels such as "Associate", "Senior Associate", "Manager", "Associate Director", "Partner". Staff at each of these levels have their own access permissions based on the tasks they are responsible for and the level of experience they have. They also have standardised charge out rates. All associates may be $200 per hour, for example. As staff are promoted, we need to be able to select multiple users and attach their enhanced permissions and increase their rates collectively. Happy to discuss if there are specific queries from the development team. Thank you, Rhianan