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Search results for:permission
About: User Permissions - what will my team see?
For permissions and restrictions available within XBert… Xero Permissions + All Clients Xero Permissions access will allow a user to only view what they… Xero Permissions + Selected Clients Xero Permissions access will allow you to see the clients that
Invited Users' Client Access Permissions
Understanding your team's client access permissions and how to edit a user's access… Xero Permissions + All Clients Xero Permissions access will allow a user to only view what they… Client Access Permissions:
Users and User Management
View and manage your users, edit their permissions and invite new team members… You can view, manage, and edit their permissions and invite new users to your CONNECT Portal… Via this page, you can - Edit Users permissions and Client access Invite new Users or Resend
Inviting Your Clients to Your XBert Client Console
How to invite your clients, user permissions and settings… Here, you'll have to select permissions for the user, either Admin or Non-Admin
Overview: Resolve
This occurs due to access and permission restrictions that don't allow us to Auto-Resolve the XBert
Reconnecting Files with New Xero Permissions
When we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features… As we continue to update and expand our app we are increasing the list of Xero permissions we request
How To: Invite Team Members
There are 4 access permission options. Read more here. ​
XBert Glossary of Terms
More info here: Activating the Actual Time Feature Admin Type of permission that allows user to… More info here: How To: Edit a Schedule Non-admin Type of permission that allows user to have non-admin… Permission/s Refers to the access of users and what they can view within XBert
Getting Started with Your Console
There are two types of permissions - Admin permissions - can access all tabs, including Reporting… Client User Permissions… Non-admin permissions - can only access XBerts & Tasks and Activity Reporting shows analytics
How To: Commit Actual Time on a Task or XBert
User Permissions… For permissions and restrictions for adding and editing time entries