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  1. XPM - Apply Access Restrictions to Client tab

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand the varying levels of access different staff need can differ client-to-client.

    With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.

    Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.

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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  ·