Settings and activity
3 results found
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110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
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Joe Fooks
supported this idea
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147 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Joe Fooks
supported this idea
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124 votes
Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.
We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.
We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.
Joe Fooks
supported this idea
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Great idea, would love to see more granularity in staff access. Would like this to extend to restriction of editing client bank account details as well if staff have edit access.