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User Role - Restrict access to specific Settings

Ability to customise user roles to restrict some access in Xero.

Purpose: Some staff should only have limited access in Xero.

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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  · 

Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d 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 won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

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  • Eileen Cotton commented  ·   ·  Report

    This is a critical requirement and should be given priority by Xero.

  • Suzy Komuczki commented  ·   ·  Report

    This is actually a critical requirement for many of my clients. When can Xero take some action on refining the user roles?

  • Eileen Cotton commented  ·   ·  Report

    Yes, please make this change! It would be perfect!
    Xero should allow a user the ability to work in accounts payable and account receivable, including access to actually pay bills by cheque or batch payment (which you cannot current do) and access reports only for these two areas.
    Currently, if you want a user to issue cheques, you must grant them full access to all the company's financial data.

  • Adam Lim commented  ·   ·  Report

    Why after such a long time and Xero never take any action to improve this?

  • Alex Simpson commented  ·   ·  Report

    The access and permissions in Quickbooks looks amazing. I am surprised to see Xero so far behind their competitors.

  • Alex Simpson commented  ·   ·  Report

    I agree that access options are terrible..... I want a member of staff to alter invoice reminder templates...... I then have to give them access to all our banking transactions, P&L, Balance Sheet..... that is ridiculous!

  • Stacey Quinn commented  ·   ·  Report

    The access options in Xero are terrible. You can add supplier access, but can't tick the reports box. Having come from a MYOB environment where things were very customisable to business needs, its eternally frustrating - I can't even give auditors read only access and review reports without giving them full access. Many people in organisations need differing levels. The options are there, just need to be able to tick them!

  • Kirsten Barrie commented  ·   ·  Report

    I'd like to restrict clients from being able to reconcile as an optional setting to the "standard" permissions role. When clients reconcile their own books incorrectly, it ruins the set of books. I've instructed clients to not do so but sometimes they do this accidentally, or an employee doesn't follow the instruction. I'd like to able to restrict this so as to keep integrity on the books as my firm takes care of the reconciliation aspect.

  • Michael Cairney commented  ·   ·  Report

    I want my credit controller to be able to access receivables reporting but I do not want them to have access to sensitive Financial performance and Financial statements. Receivables reporting is an essential part of a credit controllers job. There is no need for access to other reporting which may be more sensitive

  • Paul Howlett commented  ·   ·  Report

    This is in XPM, but the ability to add/edit Relationships without the need to give full edit access to the entire client details.

  • Brendan Watt commented  ·   ·  Report

    need to rectify the issue of not being able staff to perform their jobs without giving tehm access to full bank details

  • Maria McAdam commented  ·   ·  Report

    Need to be able to distribute tasks to staff without them accessing bank data!

  • Simone Nelson commented  ·   ·  Report

    We have people at different levels using xero. The limited range of access to pick from means, they either have to too much information or not enough depending on the level you pick. In usual Xero style they will either ignore this request, or tell us to suck it up as this is how it is going to be.

  • Timea Hoskins commented  ·   ·  Report

    This is so important, sometimes you have users who can perform actions in general but should not see sensitive data. For example Directors payroll info and expenses should only be visible to appropriate staff, however other staff may routinely perform payroll functions for non-director employees.

  • Jon Simcox commented  ·   ·  Report

    They don't read this, its just a way of getting you of their backs

  • Bianca Davitt commented  ·   ·  Report

    Definitely need this! Our company cannot use the xero quoting system, because otherwise our sales people have access to all sorts of things that they should not be able to see/do.

    So we currently use a WORD template / PDFs for creating quotes, then once an order comes in, I have to manually duplicate it into Xero. Wastes time for both me and the sales people.

    Sales people should have access to raise quotes only.
    Finance people will then raise/edit/delete the invoices etc.

    So simple. Why is this still not possible?!?!?

  • Gemma Papp commented  ·   ·  Report

    Perhaps we should create a petition for this and send it directly to Xero because its such a fundamental part of any IT system, especially when handling sensitive business data. Surely they must understand that it will retain customers and attract more if they get this permissions issue sorted! Changing the user interface to make it look nicer isn't going to cut it!!

  • Lorraine Carvalho commented  ·   ·  Report

    I would like a user who currently has access to quotes and invoices to be able to access the products and services module as well. Because she cant access this she has to manually type out the quotes!!
    This lady has an encyclopaedic knowledge of all our products but she cant enter details onto Xero - bonkers.

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