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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.

386 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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  • Alvin Tan commented  ·   ·  Report

    I need this feature to be available because as I hire the online freelance accounts and admin assistant to upload the invoice documents, I do not wish they view my business accounts and history as it would deem inappropriate. These are sensitive business contents about my cashflow and should be the business’ right to restrict access.

  • Deryn Peters commented  ·   ·  Report

    We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments

  • Christina Macnamara commented  ·   ·  Report

    Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature.

  • Alvin Tan commented  ·   ·  Report

    Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.

    I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.

  • Brenda Daniel commented  ·   ·  Report

    Very important for firm restrictions and business operations

  • Jane Ewing Murray commented  ·   ·  Report

    This is hugely important as we are a family business and therefore want to keep our savings and high interest bank accounts private from other staff. I only require staff to have access to our main working - current account. I am able to enable this feature in my online banking account so it seems odd that xero does not also provide this facility.

  • Deryn Peters commented  ·   ·  Report

    Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.

  • Lucy Smith commented  ·   ·  Report

    Would assist me in reconciling as I could give one of my office staff the task of reconciling our credit card without seeing all of our bank accounts and balances

  • Glen Parker commented  ·   ·  Report

    Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!

  • Melissa Hughes commented  ·   ·  Report

    This would allow credit card holders to see all transactions relating to their own credit card. It would reduce inquiries to the accounts team and aid accurate reconciliation of credit cards.

  • Gina Grimwood commented  ·   ·  Report

    large company, multiple business units - we want some users to only see some accounts

  • Charles Evans commented  ·   ·  Report

    Standard user access is required, with the option to remove bank account visibility. This is very important for larger businesses with defined staff roles.

  • Lea Byers commented  ·   ·  Report

    The feature to limit some users to access bank accounts is critical for security

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