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  1. XPM - Apply Access Restrictions to Client tab

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand the varying levels of access different staff need can differ client-to-client.

    With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.

    Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.

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    Sean Kelly commented  · 

    I am also working with a couple of independent contractors to bring in their clients and lodge tax returns supervised by me. So, if Xero cannot provide the level of security I require then the only option for me is to look for a system that can.
    These contractors can now see all of my accounting and tax clients as well as just their own tax clients.
    This is a hopeless situation.
    Xero seems to have morphed into an IT system for IT people rather than an accounting and tax system for accountants.