User Role - Restrict access to specific Tracking categories
Ability to restrict access to specific tracking categories for some users in Xero org.
Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.
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Neerasha Jugdeo commented
Hi I would love for the departments to be able to only see their reports and not the others, and I would like that they do not have the ability to amend the tracking categories but they can view the reports based on the category
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Ronnie Rochel commented
protecting privacy is critical to our biz
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Iqramur Rahman commented
i think this function is critical for a company with various departments to keep notification to certain approvers to a minimum but also restrict looking at wages information etc. i trust Xero can turn this around very quickly
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Sheryl Beaumont commented
The ability to restrict the read only access of some users to specific tracking categories (business units) rather than the p&l of the entire organisation is important for several of my clients.
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Simon Warnes commented
This feature would be very useful to enable certain staff to run department / tracking reports without allowing them to see bank transactions or wages information.
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Jane Carracher commented
We would like to provide P&L detail access to the HODs in our business, to save them time instead of asking finance to generate reports for them.
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Adam Willemse commented
Would be great if different department heads (tracking category) i.e. Head of Sales & Head of Product & Head of Customer experience etc. could only access/view their data for discussing monthly financials with them.
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Charlie Brand commented
We are a film production company and have various projects on the go with their own teams. If we could restrict tracking categories to certain users, we'd eliminate errors in posting to wrong projects. Also, hopefully we could have a function where a tracking option must be selected in order to post the invoice.
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Katrina Stockdale commented
This would be the most useful function for us. We have separate tracking categories which are managed by different teams, so we don't want them to see the other expenditure. It would also help to restrict access to certain bank accounts
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Jenny Sin commented
Yes. Lots of company confidential info should disclose certain portion to specific users, hope this can be further improved. thanks.