Enter your idea

Users - allow for full customizability of users in Xero.

I have a client that needs to have users to just invoice for sales. This is needed as the upgraded access to standard gives them access to the bank account and payables, potentially more confidential information. They can create invoices, edit and pay them. Unfortunately one the payment is posted, they can no longer edit the invoice and needs to contact the bookkeeper every time they need something changed. It would be nice to have full customizable user access in Xero where you can tailor to the specific needs of the client.

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)

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!

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.

This needs to be dealt with ASAP. Your next product updates better include this fix

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

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.

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.

It is critical for user to be able to access Bill and Invoice reports without being able to access absolutely every else.

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.).

So sad no this function

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

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

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.

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

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

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!

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!

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.

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