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  1. XPM - Staff user role templates

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rhianan Henderson supported this idea  · 
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    Rhianan Henderson commented  · 

    XPM permissions for larger practices are time consuming to maintain and difficult to keep consistent. I have to open every staff member one by one if I wish to grant or remove access to something. Would be fantastic to have teams (i.e. Graduates, Seniors, Managers, Admin) and group staff together in their level. I.e. Managers can update client financial information, but Graduates can't. Admin can unlock a completed tax return, but seniors cannot. When a new user starts, I want to be able to select "Manager" and have the permissions set for that user group.

  2. Practice Manager - Audit trail for client history

    76 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rhianan Henderson supported this idea  ·