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.
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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Deryn Peters commented
Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.
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Kristiana Bogdanuka commented
This is MUST function.... Please work on it as matter of urgency.
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Lucy Smith commented
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
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Glen Parker commented
Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
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Melissa Hughes commented
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.
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Jana Cupedo commented
Would be very helpful to have this function!
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David Holcombe commented
Please add this feature as soon as possible.
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Gina Grimwood commented
large company, multiple business units - we want some users to only see some accounts
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Natalia Allen commented
PLEASE!
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Charles Evans commented
Standard user access is required, with the option to remove bank account visibility. This is very important for larger businesses with defined staff roles.
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Stephan Fourie commented
Please!
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Lea Byers commented
The feature to limit some users to access bank accounts is critical for security