Settings and activity
6 results found
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95 votes
Franca James (GT Admin)
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10 votesFranca James (GT Admin)
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183 votes
An error occurred while saving the comment Franca James (GT Admin)
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37 votes
An error occurred while saving the comment Franca James (GT Admin)
commented
This is a privacy issue and is critical to ensure we can meet the requirements for our confidential clients. Having their home address, TFN, dob etc open to all staff is a significant issue for these clients. We have more and more clients requesting confidentiality and we are not able to achieve this for them.
Franca James (GT Admin)
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323 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Franca James (GT Admin)
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22 votes
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.
Franca James (GT Admin)
supported this idea
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In order for us to build financial statement templates to produce financial statements at a consistently high standard and quality for all of our different clients of various types, size, industries and circumstances, it is critical to increase the number of report codes. We are very limited currently which is causing risk and efficiency issues.