Samantha Docking
  • 'Practice Owner' to have an all inclusive level of access
  • 'Practice Manager' to have an all inclusive level of access to manage the functions of Xbert & other practice users and clients for which the practice manager has access too (except for specific clients, predominantly practice owner entities for example I have 4 Xero files I would connect to Xbert but I don't want any of the team to access the data. I also have members of the team that have their own xero file and I am sure they would not like their co-workers to have access to their data)
  • 'Practice Admin' to have an all inclusive level of access to manage the functions of xbert but not to be able to manage other practice users or amend user clients or access client data for which they do not have access too.
  • 'Practice User' to have access to add tasks, clock time, etc (maybe an option here to facilitate reports or non reporting ability)
Created by Soraya Brown
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