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  1. User access - Administrators HQ access to client files

    8 votes

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

    Hi team, we understand and appreciate the concerns around permission sets and giving staff access to clients. The Xero Partner Hub will introduce new permissions with more granularity to control what your staff can see and access within client files. These permissions will be independent of the practice role and can be assigned to anyone.

    The Admin role will continue to have automatic access to practice owned orgs, however you may like to consider whether existing staff still need this permission or if they can instead be given the Standard role with additional permissions for managing Clients or Staff. I'll return to share as this goes live. Thanks

    Block Advisors supported this idea  · 

  2. Xero HQ - Ability to bulk Accept Subscription Transfers

    2 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  3. User Permissions - History recorded of role changes and ability to add description

    49 votes

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    17 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.

    While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.

    For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.

    Block Advisors supported this idea  ·