Manage clients for practice staff

Add or remove clients for practice staff. Set the staff member's permissions for the client and, if the client is on Xero, the staff member's access to the client's Xero account.

How it works

  • Click a staff member's name in the staff list to see the clients they have access to. You can filter the list by access type, Xero plan, and business structure, and you can also search for a client by name.
  • If you’ve set up custom client groups you can use them to filter the client list when you add clients to a staff member. You can also filter a staff member’s list of assigned clients if any of the clients have been added to a custom group.
  • You can only manage the clients for practice staff with the Standard or Standard (Consultant) Xero HQ user role. Administrator and Master administrator users have access to all clients automatically. However, you can still set their permissions to each client's Xero organisation.

Add clients to a staff member

  1. Go to Staff and click the staff member's name to view their client list.
  2. Click Add clients to show a list of the clients in your practice.
  3. (Optional) Select a Xero plan or custom group in the panel on the left to filter the list of clients.
  4. Select the checkbox next to each client you want to add to the staff member, then click Next.
  5. Select the Xero HQ permission you want the staff member to have for each client.
  6. (Optional) If the client has a Xero account, select the level of access you want the staff member to have to the client's Xero organisation.
  7. You can only add the staff member as an Adviser to begin with, but you can change their access after you've added them.
  8. (Optional) If you give the staff member access to the client's Xero organisation, select the extra permissions you want them to have.
If you add several clients to a staff member at the same time, the staff member will have the same permissions for all of them. You can change the permissions for individual clients after you've added them.

Update a staff member's permissions

  1. Go to Staff and click the staff member's name to view their client list.
  2. Click the menu icon Xero HQ menu icon next to the client you want to change the permissions for, then select Edit permissions.
  3. Select:
    • The Xero HQ permission you want the staff member to have.
    • (Optional) If the client has a Xero account, select the level of access you want the staff member to have to the client's Xero organisation.
    • (Optional) If you give the staff member access to the client's Xero organisation, select the extra permissions you want them to have.

Remove a client from a staff member

  1. Go to Staff and click the staff member's name to view their client list.
  2. Click the menu icon Xero HQ menu icon next to the client you want to remove, then select Remove client.
  3. Click Yes I'm sure.

You might also be interested in