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2 results found

  1. 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 votes

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    0 comments  ·  Staff  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

  2. 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 votes

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    25 comments  ·  Staff  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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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