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  1. Practice tools | Staff - Ability to set up and assign permissions to groups of staff

    24 votes

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    submitted  ·  8 comments  ·  Practice tools » Staff  ·  Admin →
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    Clare Reichelt shared this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    110 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Clare Reichelt supported this idea  ·