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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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  • Lerato Pooe commented  ·   ·  Report

    Business owners should be able to restrict access to confidential information by staff. This feature is critical.

  • Jason Bianchi commented  ·   ·  Report

    I have had a reply from Xero, pretty generic but the more of us that vote and raise it it will get some traction.

    Thanks for getting in touch with your query.

    As you’ve found, right now it’s not possible to stipulate certain users only have access to certain bank accounts within the organisation and giving a user permission to view bank accounts will give them access to all bank accounts in the Xero organisation.

    This is a request that has been raised with us and I've found the thread you've mentioned in our Xero Product Ideas.

    We do receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team. I encourage you to vote and leave feedback on the product idea as comments are read by the appropriate team here at Xero.

  • Mark Hirschel commented  ·   ·  Report

    Perfectly said Michael. Have raised with xero support.

  • Jamie Foale commented  ·   ·  Report

    I have contacted my Xero case manager to request it be escalated. I have done a quick look to see how many other tickets have a similar level of support and there are a few but none seem to have the same level of sensitivity, which for us becomes a data protection issue as well.

  • Gavin Sinclair commented  ·   ·  Report

    Guys I am absolutely shocked that this is not possible. If I give certain staff members access to work on one bank account they have access to every account the company has. That's backwards to say the least.

  • Neisa Reid commented  ·   ·  Report

    I already have 1 client that has made his intention to move as they are growing and want to pass on tasks to other staff members but cannot do so as they do not want them having access to the bank. They have asked about this feature from they became xero users 5 years ago and is now fed up of waiting.

  • Jane Skinner commented  ·   ·  Report

    Perhaps we all need to regularly raise this on our own cases (rather than this forum which doesn't seem to be checked by Xero very often). That way Xero support staff will be having to respond frequently & maybe they'll then realise how important it is!

  • Mark Hirschel commented  ·   ·  Report

    The fact Xero is keeping quiet shows there is Zero intention of making what would be such a simple change. But we will all stay with them regardless so they win I guess. If there was a mass exodus then their hand would be forced. Oh well.

  • Emma Beavill commented  ·   ·  Report

    This feature is critical! I have some team members who need to access certain modules that are only available on the advisor level (e.g. Products & Services to see purchase history of a product), but they should not be able to view confidential information held on the bank account.

  • Joanne Boardman commented  ·   ·  Report

    Some feedback from Xero on whether this will be implemented would be good.
    I would have assumed this was essential for any decent accounts package.

  • Jamie Foale commented  ·   ·  Report

    Currently sensitive data is available to people that shouldnt have access to it. Should be sorted ASAP.

  • Ann L M Chan commented  ·   ·  Report

    This is critical and surprised that Xero ignores it users' request. I would say most of the features Xero added was not practical, nicer report & better design. This is critical. Please act.

  • Lerato Pooe commented  ·   ·  Report

    Business owners should be able to restrict access to confidential information by staff. This feature is critical.

  • Bruce Beresford commented  ·   ·  Report

    I cant have everyone dealing with credit card expenses casting their eyes over all the bank transactions as well. Payroll information would soon be public knowledge.

  • Sharnie Cowburn commented  ·   ·  Report

    I can't see us moving to using Expenses over other products without this feature.

  • Jason Bianchi commented  ·   ·  Report

    Really surprised there is not someone from xero responding to this, should be a simple tick box?

  • Kelvin Gay commented  ·   ·  Report

    Not too sure if Xero had gone so big that they are not listening to their users anymore for critical features. Only to go for overlay design changes that look pretty but are not functional to real users.

    I really hope this Product Ideas page is not just a one-sided page, will appreciate someone from Xero responding at least.

  • Mark Hirschel commented  ·   ·  Report

    Surely this can’t just be an oversight on their part so have to believe there is a much bigger reason why it can’t be implemented. Would be nice if a Xero rep actually responded otherwise no point in having these forums at all.

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