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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.

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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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  • 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

  • Nadine Clay commented  ·   ·  Report

    Why is this not a priority?
    Would Xero management like their employees seeing their bank balances???????????

  • Kylie Watkin commented  ·   ·  Report

    I agree with all of these comments. It should be a very basic feature that you can separate who can view which bank accounts as users on Xero.

  • Kari Esplin commented  ·   ·  Report

    Please Xero, this post is from 2013. Surely you can develop a user that has access to aspects of the accounts without being able to see bank accounts and produce financial reports. So many small businesses use Xero and critically they don't want all staff to be able to see their private financials. Please prioritise this. I feel the other upgrades you've done like attaching files to invoices and changing the word, 'send' to 'email' are a lot less critical.

  • angela stratford commented  ·   ·  Report

    Xero, this really is a rather easy and crucial requirement for any medium size business, please advise on when this will be done

  • Jason Heffernan commented  ·   ·  Report

    Xero enough time has passed since this was first raised. it's very simple, allow me to have a user that can pay wages/access employee data, create invoices, but not access my businesses bank account balances.

  • Adrian Holmes commented  ·   ·  Report

    For example, be able to add a user that can access and reconcile debit card accounts and the petty cash account, without having access to the current account. Therefore, the user wouldn't be able to access the bank balance or salary payments etc.

  • Megan Ruder commented  ·   ·  Report

    I agree with all of these comments. It should be a very basic feature that you can separate who can view which bank accounts as users on Xero. That is information that not everyone should have access to. Please work on this ASAP.

  • Claudine Gitton commented  ·   ·  Report

    Good morning,

    It looks like we are so many to be requesting this feature that the question should not be asked anymore. This is an import issue within most companies where some team members MUST NOT have access to certain bank accounts. Could you please work on the matter so the admin can choose who can have access to what. Thank you very much for taking this matter seriously.

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