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User Role - Restrict access to individual bank accounts

To have the ability limit some users to access some bank accounts within Xero org.

Purpose: To limit some staff to not be able to see the information about the client’s bank balance.

399 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

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  • Alan Gomes commented  ·   ·  Report

    I have 2 bank accounts connected to xero for one of my clients.

    Is there any way that i can allow a user to access only one of them and not the other. This is just for reconciling purposes.

  • Andrew Clerihew commented  ·   ·  Report

    There are confidentiality issues with users being able to access the Bank Account. The Bank Account should be a specific function that can be provisioned to users on an as needs basis.

  • Len Weideman commented  ·   ·  Report

    We need a user role where an employee can have full access to all features , but not seeing the bank account or bank recons. There is confidential information that should be kept that way

  • Eleisha Strang commented  ·   ·  Report

    Seriously XERO!!

    Why is it taking over 2 years to implement a basic functionality required by so many businesses?

  • Chloe Luhrs commented  ·   ·  Report

    Reiterating Daria's comment - we also just switched from MYOB to Xero and cannot believe that you cannot limit the User's ability to view certain bank accounts. Please keep us informed with this progress.

  • Patrick Walton commented  ·   ·  Report

    This is a critical component to ensure casual or temporary staff do not have access. More criteria for users roles are required. A tick list of what they do or dont have access to.

  • Daria Salnikova commented  ·   ·  Report

    Unfortunately, the link to the form is not loading. Could you please add me to your focus group? This feature is vital to our business. We recently switched to XERO from MYOB and were a bit frustrated as this feature was available to us there. Please inform us of the progress on this development, as our business decisions depend on it.

  • Denise Milner commented  ·   ·  Report

    It would be a great feature to be able to adjust certain permissions within users in relation to bank accounts. In one Xero organisation I have 3 bank accounts and 10 credit cards, however I would like one user to be able to only see 1 bank account and 2 of the credit cards, not all of them.

  • Terence Sadua commented  ·   ·  Report

    For view and access to multiple business bank account in Xero, I suggest viewing access should be restricted according to the Xero role of the user, except for the master user role.
    It is important some of the business financial information must not be visible to all Xero user in the business.

  • Benny Jacobs commented  ·   ·  Report

    Please add me to the list to inform when I can better control user access, so that they can access the business side of Xero, but not the accounting side

  • Mike Brett commented  ·   ·  Report

    This is critical to add this feature. I would like certain users to be able to reconcile incoming payments from certain bank feeds. But I do not want to them have access and visibility of the bank account which employees salaries are paid from. This information is too sensitive, as such only the FD is able to reconcile and this is a large task which takes up a lot of their time.

    Please could this be added as a feature as soon as possible

  • Sam Chen commented  ·   ·  Report

    I can’t believe this idea has been raised for more than two years and is still unresolved.
    Xero, please stop being arrogant and start listening to the users.
    I hope to see this feature in the next update.

  • Sam Chen commented  ·   ·  Report

    Just get this added to the next update please!

  • Martin Reader commented  ·   ·  Report

    A number of clients would like to restrict user access to specific bank transactions eg a person may need to be restricted so that they cannot see wages/salaries coming through the bank.
    By being able to see these transactions, this can influence salary/wage discussions

  • Clare Dance commented  ·   ·  Report

    I'm surprised that turning off bank visability for certain users isn't a priority function to introduce.

    Admin staff, raising a PO should not be able to see the bank balance.

  • Lily Yu commented  ·   ·  Report

    Limiting access to specific bank accounts and reports is critical!

  • GS THOMPSON commented  ·   ·  Report

    2 years later.

    Still no option to limit sensitive data.

    I Echo Sam Mar's statement.

  • Sam Mar commented  ·   ·  Report

    To manage our company account I have junior employees that need to check if customers paid but should not be able to see the balance in the bank account. Another department makes sure that bank payments are allocated.

    I would appreciate more granular setting options. I came from Sage and with Xero at double the price I expected to find this as a standard function

  • Richard Oldnall commented  ·   ·  Report

    User permission settings on Xero are pathetic. It's a major weakness of the platform. The ability to fully customize settings for users must be a priority.

    Our company will switch back to Sage (which has this functionality) if not addressed soon.

  • Lee Horrocks commented  ·   ·  Report

    Yes this is definitely something that needs to be done asap. Its an important feature for a lot of small to medium size businesses

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