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  1. 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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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

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    Eddie Roberts commented  · 

    Introduce a separate permission for "Client Notes", allowing users to:

    view client record
    add/edit notes
    without needing full edit access to the entire client record

    This would align with how "Job Notes" already have more granular permissions and improve control over staff access.

    Eddie Roberts supported this idea  · 

  2. Practice Manager | Clients - Add columns

    23 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Eddie Roberts supported this idea  ·