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.
AdminXero Team
(Admin, Xero)
shared this idea
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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Aaron Brown
commented
Agree on this - needs to be a lot more functionality put into Xero around this - in Sage you can drill right down to specific pages and tabs within a module for a user, rather than just having an overall category for a user role, it needs to be much more customizable.
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Alison Gunn
commented
I Would like to be able to give access to someone doing my invoicing the ability to update/edit products and services for invoicing without giving them access to bank accounts purchases etc
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Elaine McKilligan
commented
I would like to be able to give clients full access to create sales invoices, send statements etc but have read only access to everything else. This means they can deal with their invoicing but cannot interfere with anything else (where we do the book-keeping).