Settings and activity
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7 votes
Hi team, we understand and appreciate the concerns around permission sets and giving staff access to clients. The Xero Partner Hub will introduce new permissions with more granularity to control what your staff can see and access within client files. These permissions will be independent of the practice role and can be assigned to anyone.
The Admin role will continue to have automatic access to practice owned orgs, however you may like to consider whether existing staff still need this permission or if they can instead be given the Standard role with additional permissions for managing Clients or Staff. I'll return to share as this goes live. Thanks
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4 votes
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David Derby, EA
commented
Makes sense, QBO allows 2 accounting firms for a client.
As a corollary -
I'd like to have my staff accountant automatically added when a client invites me to their organization. As it is, if a client unchecks "manage users" (because why would I be able to add or delete non-accountant users?), I can't add my accountant to work on the org, I have to ask for manage users permission.