Set up staff access to report templates

Give practice staff the ability to create and edit report templates at the practice level.

Only staff with Edit report templates permission can create and edit report templates at the practice level. Any staff member can run report templates in client organizations, whether they have Edit report templates permission or not.

Give staff report templates access in Xero HQ

You need the Administrator or Master administrator user role to give staff report templates access in Xero HQ.

  1. Go to Staff and click the menu icon Xero HQ menu icon for the staff member, then select Edit role.
  2. Under Extra permissions select the Can edit report templates checkbox.
  3. Click Update.

Give staff report templates access in Partner Edition

You need Practice administrator or Principal permissions to give staff report templates access in Partner Edition.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.
  2. Click the Staff tab.
  3. Click the staff member's name.
  4. Select the Edit report templates checkbox.
  5. Click Save.