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5 results found

  1. not automatically add clients to a firm user upon inviting them into the practice

    1 vote

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    0 comments  ·  Users & setup » User permissions  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Block Advisors shared this idea  · 

  2. User permissions - Ability to bulk delete users

    17 votes

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

    Hi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.

    Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.

    Block Advisors supported this idea  · 

  3. User access - Administrators HQ access to client files

    9 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  · 

  4. Xero HQ - Ability to bulk Accept Subscription Transfers

    2 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Block Advisors shared this idea  · 

  5. User Permissions - History recorded of role changes and ability to add description

    52 votes

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    18 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  ·