Settings and activity
5 results found
-
8 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
·
-
15 votesPaul Price
supported this idea
·
An error occurred while saving the comment -
25 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
·
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.
-
27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
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.
-
2 votesPaul Price
shared this idea
·
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.