Staff - Provide temporary access to Client
It'd be helpful in some cases to provide a Staff member temporary access to a Client.
There can be situations where a staff may only need access for a day or month and being able to set a timeframe for this and then access be removed would be helpful.
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
-
Ahmed Eltabakh
commented
Have had the same issue all day kept staring at a bright screen. I found a workaround by forcing Chrome to use dark mode:
Go to chrome://flags → search for Dark Mode → change it from Default to Enabled. hope that can help -
Jennie Millar
commented
We are currently reviewing our staff access, and have realised that it is currently a labourious process when a staff member only temporarily needs access to a ledger e.g. technical help, auditor access, to cover sick/holiday leave.
It would be great to be able to set a time limit for access when staff or users when they are added e.g. 1 day, 1 week, 2 weeks, or on a given date. This would save practice managers having to keep note of when users needed to be removed and having to do that all manually.