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  1. XPM - Apply Access Restrictions to Client tab

    42 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Greta Proctor commented  · 

    This is very important as a matter of privacy if Partners/staff have their details in XPM - they should only be accessible to who they see as necessary.
    It is also important for the privacy of clients, in some instances clients may only want specific staff having access to their information..

    Greta Proctor supported this idea  ·