Enter your idea

Please give the quotes and invoices user the option to add new products, alternatively, give the option to hide the bank accounts and reports from the standard user.

I would like users to only be able to see the History and Notes in the Advanced section.

I would like to be able to set limits on payment amounts that different users can authorise eg For example, one user limited to only authorise payments up to £1000, another up to £5k, another up to £10k and so on.

I would like to be able to allow people who work in sales and chase money to have read only access to customers, their invoice history and invoices outstanding without seeing the rest of xero (banks, reports, purchases, payroll) as it would save time if they could look this up themselves instead of having to stop what I’m doing to get the information they need.

Users need to be able to perform specific tasks such as customising stationery without being able to access bank account information & other areas of accounting that bear no relevance to what they are doing.

Business unit or area managers need specific access to xero areas that reflect their responsibilities, without being able to access all areas and all reports.

This feels like a basic feature that's sorely lacking in Xero at the moment.

Give options in the standard User rights role where the person cannot have bank account access.

Previously had the ability to assign user roles ie just purchase orders and accounts payable. why has this disappeared?

Surely its obvious when new people start they should not have free reign over everything.

Where is the risk management of users incorporated into this aspect of Xero access?

This feature is necessary for adequate internal controls. In the US, accountants learned from their mistakes and now aren't so lax about permissions: https://en.wikipedia.org/wiki/Committee_of_Sponsoring_Organizations_of_the_Treadway_Commission

Checkwriting access should be selectable and monitorable. This is taught in accounting 101.

Any ETA on this? This is quite the shortcoming on the programme. Very unfortunate that clients are forced to share critical confidential information with employees.

Anyone wondering if Xero will implement this... this thread is only a year old, so based on other critical requests from customers, we're probably looking at this being implemented by 2032 soonest.

We need staff to see client transactions through the bank to see what’s been paid, but not transactions such as staff salaries. There should be a way to have them only view the payments coming in as income.

Please make it possible for us to limit the approvers for leave.

Currently the list is long and confusing due to Payroll admin and leave approval being inseparable.

Wasted time with a new bills look, but no action on something so critical as having a broader range of user access. Really disappointing

Xero seriously?

Referring everyone to this link to seek an answer?

No offence but please don't waste your time reading all the comments as everyone's comment is a complaint same as yours probably.

Xero apparently has no customisation built into their software:

"It's currently not possible to customise the user role to restrict specific access""

I hope that saves you a bit of time.

Being able to modify which bank accounts are assigned to users, please. Staff don't always need to see everything a business does. A very big shortfall in versatility on what access can be permitted.

Critical !! (Umpteenth and counting)

Yes I posted this long ago and saw many users actually wanted more choices to allow certain access but till now no action from Xero. Pls do something Xero!

Come on Xero. This issue has been on going for a long time now and you don't even have the decency to reply to your customers regarding this. So many other changes happening which don't affect the day to day running of our businesses but you can't address the most important issue of all. That of permissions. Please can something be done about this as it is making things really difficult.
Thanks, Rowena