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  1. Practice tools | Staff - Ability to assign clients when inviting staff

    27 votes

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    2 comments  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

    We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.

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    Sarah Mitchell commented  · 

    This would definitely make client onboarding more efficient, especially for agencies and teams managing multiple clients. Having the right access assigned during the initial setup would reduce repetitive admin work and leave more time for client work and marketing tasks. For website and SEO marketing, tools like DA PA Checker(https://dapaprochecker.com/) can also be useful when researching and evaluating websites for campaigns.