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  1. Staff Report - Client & organisation access

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.

    When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.

    The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.

    We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.

    Lucy Wright shared this idea  ·