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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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    Jessica Binnie commented  · 

    It is imperative that we can hide partner and other staff income from other employees, it can create unnecessary friction when staff can see what the earnings are of others within the organisation. I am very suprised this hasn't been a top priority for Xero. Certain clients should only be accessible by certain staff.

    Jessica Binnie supported this idea  ·