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  1. XPM - Apply Access Restrictions to Client tab

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Steve Markovich commented  · 

    As we have a range of staff with all levels of seniority and also all levels of maturity it only makes sense to restrict access to privileged information based on those factors.

    Notwithstanding that, if other staff and Partners/Business Principles have their details in XPM - they should only be accessible to whom that individual deems necessary

    Steve Markovich supported this idea  ·