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  1. Staff Report - Client & organisation access

    27 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the engagement through this idea about managing staff access.

    To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:

    1. Linked to active clients
    2. Linked to archived clients
    3. Owned by the practice

    We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks

    Daniel Kovacs supported this idea  · 

  2. Users: Remove user access without cancelling user's repeating invoices

    3 votes

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    submitted  ·  1 comment  ·  Users & setup » User permissions  ·  Admin →
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    Daniel Kovacs commented  · 

    it would be critical for Admin to be able to delete or disable a staff user account.

    Daniel Kovacs supported this idea  ·