Settings and activity
6 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.
Paul Price
supported this idea
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81 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Paul Price
supported this idea
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An error occurred while saving the comment -
14 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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23 votesPaul Price
supported this idea
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An error occurred while saving the comment Paul Price
commented
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.
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32 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
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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30 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.
Ability to choose your own naming convention is important