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  1. Permissions | Contacts - Private or limited access to certain contacts

    89 votes

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    submitted  ·  27 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emma Pearce commented  · 

    It would be very useful to have the ability to make a contact record confidential to certain users. For example, I would like a member of staff to access Xero to create invoices and quotes, but currently they would be able to access their colleagues contact details on Xero, details that we need to keep confidential ie. bank details, net pay amounts etc. So I am not able to give them access to Xero for quoting purposes.

    Emma Pearce supported this idea  · 

  2. Contact creation - Restrict or confirm new contact

    41 votes

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emma Pearce supported this idea  ·