What can be done when adding a new staff member to your practice?

When adding a new staff member to your practice in Xero, it is indeed possible to add them to multiple client records at the same time. This feature streamlines the process, allowing you to efficiently manage staff access to various client records without having to do it individually for each one. By selecting the appropriate clients, you can grant the new staff member the necessary permissions and access they need to perform their duties across different clients.

This functionality is particularly valuable in scenarios where staff have roles that require oversight or management of several clients simultaneously, ensuring that they have the tools and access necessary to operate effectively right from the start of their employment. The ability to add a staff member to multiple client records saves time and reduces the potential for errors that could arise from entering data multiple times.