Settings and activity
5 results found
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10 votes
Hi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
Paul Price
supported this idea
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19 votesPaul Price
supported this idea
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An error occurred while saving the comment -
26 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Paul Price
supported this idea
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An error occurred while saving the comment Paul Price
commented
The new updates to XPM have removed the abilility to seach for clients using an IRD number which is very dsiappointing as this is somthing we used regularly.
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27 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
An error occurred while saving the comment Paul Price
commented
Yes agree. We also use Xero HQ to manage portfolios staff have access to and if added directly we cant manage this via Xero HQ. I did notice that when a staff member is removed from Xero HQ the access to the org that was added directly did disappear so there must be some interconnection happening.
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2 votesPaul Price
shared this idea
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When giving staff access to clients in xero HQ there are very few filters and we would like the ability to be able to filter by partner/client manager so advisor access for staff can be given in bulk based on the partner.