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  1. User Permissions | Projects - Read only access to Bills & Invoices of a project

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lauren Teal commented  · 

    Add an additional user profile. Call it Project access.

    This profile needs to have the standard user permissions but ONLY TO ASSIGNED PROJECTS.

    There is not enough information in limited access yet there is open book access for standard. there needs to be something in between.

    This would then give Xero the ability to have a "client portal" where in construction, interior design or trades for example they can give their customer access to the project to see the costs and time associated with their project.

    Lauren Teal supported this idea  ·