Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. XPM - Apply Access Restrictions to Client tab

    53 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  ·