Settings and activity
2 results found
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101 votes
Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.
This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks
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Heidi Marriage
supported this idea
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70 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Heidi Marriage
supported this idea
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With our firm, we have had to lock down these permissions as staff were not updating the correct client details. We only give permissions for changes for specific people in the office.
This also allows admin to update all other areas and softwares that need to be changed that do not get updated if permissions are allowed for all staff.