Settings and activity
3 results found
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55 votes
We understand the varying levels of access different staff need can differ client-to-client.
With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.
Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.
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7 votes
Jennifer Cheng
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32 votesJennifer Cheng
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This is a very import feature & majority of the software should have it, we look forward for a software that allows us to freely allocate access for different clients, different tax access to partners & staff at our choice. But the functions now in Xero Tax & even XRM not making sense, staff are either getting all clients details viewing rights or none, only difference is viewing tax returns. Clients details are confidential information, not sure why Xero's default setting is viewing all clients details once invited staff...This function is very important & very basic, you are partner with BGL, BGL have this function from the very start. Disappoint... after one year of Andy's posting, there is still no change/updates to this.