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.
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports
This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.
We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.
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Virgilia Benczik
commented
User role is fundamental to any system, and I am more than surprised to see that as of now Xero is still so behind with access rights.
There should be possible for an user to have different level of access for different areas, or even a read only access to a single module (e.g. read only for sales invoices, and no other Xero access) -
Adam Lim
commented
It's ridiculous, I need to give my staffs access to approve invoice which we do not give this authority to sales reps in order to print packing slip? So I ended up having to print many packing slips a day because simply they cannot do it!
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Xero Ideas at GT
commented
Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
Because there is no granular user security, we have many users who can access areas they don't need to. This is a risk issue and also creates additional work.
This function is required across all Xero modules including HQ. -
Lalit Gopwani
commented
This needs to be dealt with ASAP. Your next product updates better include this fix
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Brendan Watt
commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific Settings -
Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it. -
Martin Hawkes
commented
Our standard office admin users can access the bank accounts, which we don't want as this information is confidential.
This needs to be resolved quickly, please.
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Kerryn-Leigh Anning
commented
It is critical for user to be able to access Bill and Invoice reports without being able to access absolutely every else.
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Rosemary Swanepoel
commented
Very important - access to change item pricing, for example, should be limited to certain users. The person responsible for preparing an invoice should not necessarily be able to change the price per item (human error, fraud etc.).
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Sunbear Admin
commented
So sad no this function
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Eileen Cotton
commented
This is a critical requirement and should be given priority by Xero.
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Suzy Komuczki
commented
This is actually a critical requirement for many of my clients. When can Xero take some action on refining the user roles?
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Eileen Cotton
commented
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
Why after such a long time and Xero never take any action to improve this?
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Alex Simpson
commented
The access and permissions in Quickbooks looks amazing. I am surprised to see Xero so far behind their competitors.
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Alex Simpson
commented
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!
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Stacey Quinn
commented
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!
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Kirsten Barrie
commented
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.
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Michael Cairney
commented
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
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Paul Howlett
commented
This is in XPM, but the ability to add/edit Relationships without the need to give full edit access to the entire client details.