4 results found
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Practice tools | Staff - Ability to select clients on multiple pages when assigning clients to staff
In the old Xero HQ staff page, you could click on the staff member, add clients, then select any number of clients from the entire client list.
With the new staff page layout, you can only select clients on the current page. If you move to the next page, the selection clears.
15 votesHi team, pleased to provide an update here before year end. This functionality is now available within the new unified staff experience.
Within a Staff you will find from the Clients tab you can now select clients from multiple pages to Edit permissions. the total number of clients selected will show at the top of the list and selections from previous pages are held. Thanks for your feedback and helping us improve this experience for you all.
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Removing staff access permissions - Double handling
The option to remove permissions from a client has gone with the new Staff experience.
When removing access permissions for staff, you can now only edit their permissions and when you select the "No Access" Option under organisation access and the Payroll option disappears. Applying this does not remove payroll admin permissions, so when you want to remove a team members access to a client you have to action the permission update twice.
The new experience was supposed to simplify the staff management, not add more steps!
4 votesThanks for sharing about staff permissions with us here. Our product team have recently released changes for the Payroll admin role for Staff within Practice tools.
Assigning Payroll admin - As before a practice user will need Manage users and Payroll admin access to assign Payroll Admin access to another staff.
Removing Payroll admin(UPDATE) - A practice user will only need the Manage users permission in order to remove another staff's Payroll, admin access. This can be implemented from the Staff tab or within an individual Client.
Thanks again for your feedback here.
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Practice tools | Staff - Ability to filter by 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.
This is helpful for adding clients in bulk to particular office groups, particularly for new starters.7 votesHi team, sorry it took us a little to round back on this one. I'm pleased to share that our product team have released an update so you can now filter by client groups when assigning clients to a staff member. 🙂 Thanks for your engagement and support in this idea.
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Practice tools | Staff - Apply Access Restrictions to Client tab
Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.
55 votesHi team, the unified Client and Staff experiences are now live to all practices.
While you can't pick and choose which client details, with this new experience you can restrict staff access to specific client records. Read up more on Staff permission in Xero Central.
Thank you all for your engagement and supporting in this here. 🙂
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