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  1. XPM - Apply Access Restrictions to Client tab

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Andrew Fairclough commented  · 

    This is a function which is so important when you are dealing with a variety of levels of team seniority and when you have partners wanting to use Xero Tax for their own personal tax returns! We don't all want the team to see what we have going on!

    Andrew Fairclough supported this idea  ·