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Agree, I would like to give staff more responsibility so they can reconcile accounts with having limited access.

How many more of your customers need to scream and shout on this thread before you listen to them? The access levels and permissions are all over the place! I need a member of staff to reconcile certain bank accounts, but not all of them and not to see the current balance of accounts (and everyone's wages!) yet that's not remotely possible without giving out full access. Sort it our Xero.

WE need this setting set up now

I would like to be able to stop some of the adviser users to be able to change COA, tax codes and Tracking categories. But I still want them to be able to close the period

It is almost beyond belief there is no user setting which enables a member of staff to match and allocate customer and supplier invoices without also being able to see what other staff members are paid!

I need to give access to raise Purchase orders and copy purchase order to draft bills only, as we have sensitive purchases that should not be viewable to all. Unfortunately Xero is almost a free for all with the access options, which is troubling and makes me hesitate to give access to others.

This is a critical update, as it is holding back decisions on how much we use other Xero functionality in our Business.

I have clients who need to give access to operatives to record spends in real time from company cards but should not have any visibility of bank accounts, client balances etc etc and they cannot roll this out without greater user access control and visibilty

100% back the comments below. There needs to be some kind of way of setting restrictions that is in between 'invoicing' and standard. As we have staff who process purchase invoices for us, and it would be helpful for them to be able to access the aged payables so that they can reconcile purchase information they have inputted to Xero, with supplier statements, and be able to get a drill down if there is a difference between the two so that they can check what's missing or if they have made an error. I am being told the only option is to give standard access. This then gives access to sensitive informaiton like bank accounts etc. Which is really not good enough. So the only way for me to tackle this is to keep the person restricted at purchase invoices only, and I am having to print off the aged payables totals, then print the drilldowns of the informaiton of each supplier that doesnt match our supplier statements. This is causing me time, whereas the person doing this job, should be able to do all of this herself. (Without having access to other areas that are outwith her brief)

In practice, we may have some overseas contractors who are doing simple jobs and as an accounting practice, we have been constantly dealing with sensitive and confidential information so when we have sent out document packs to clients to sign, XERO does not have any restriction setting available for us to choose from so that limited access staff won't be able to get their hands on sensitive data. I do hope XERO can resolve this issue ASAP which doesn't seem like a difficult job. Thanks

Hi - I think there needs to be an in-between user level between Invoicing and Standard. For personnel in the sales team, in addition to being able to create and issue invoices, they should be able to generate debtors reports (they don't need to be able to see bank accounts and other financial details). The currrent "all or nothing" user roles don't reflect business reality. Pls Xero - come up with a solution

This is critical, and I do hope Xero can resolve this urgently. It is understandable and common for sales or purchases staff to access the designated collection/payment bank accounts. But they must not have access to ALL bank accounts which will have inevitably contain confidential and sensitive transactions. Xero have to understand this commercial reality, and creating custom access for different bank accounts is the way to go!

Would be really helpful to be able to allocate access to different users, as within the company different employees have different roles and therefore require access levels, to different parts of the accountng system.

Is Xero staff / management even looking at this product ideas page?

I have been following these comments the last few months and I cannot understand that Xero developers / management has not responded in anyway regarding this issue. I have raised this issue on numerous occasions during certification webinars but got no proper response, it is if they are talking / dancing around the issue. Honestly, I have started looking again a Sage Cloud as alternative for my clients and seriously considering moving all of them. I just feel Xero is still spending time on creating additional reports, while the needs of their Xero Advisors are not addressed.

We need staff to send statements (under sales overview) but not to raise invoices, nor amend the existing ones. We also need them to be able to see the bank transactions but not to reconcile, change, delete, etc. We need to be able to have more specific permission settings.

We have staff who need access to debtors and creditors reports but do not need to access bank accounts. Giving them standard user role lets them have access to everything. There needs to be a way where they can have standard user role but excluding bank account access. Currently we have them on invoice plus creditor roles but this is hindering their work. We need to have a way to restrict bank permissions. It is very disappointing that Xero has not fixed this issue. If you can restrict access for pay roll, why can you not restrict access to bank accounts. This is sensitive information and I am really perplexed that Xero has not addressed this.

Would like the sales team to be able to log company credit card expenses direct into Xero without being able to see all bank balances. Restricted access is the way to go. The existing add on expenses app at an extra cost is not designed for this purpose.
If you can invite employees to access their payroll information only & nothing else why would restricted access be so hard to do for other purposes.

Some information is confidential, so it shouldn't be open to all employees.

How is it possible after all the years of zero’s existence this is not possible. All the comments below have the same issue.
My point is what do the owners of xero use for book-keeping as I am sure there MD really doesn’t want Doug in accounts seeing his salary payment because he can access the bank account

Sage has this perfectly sorted in permissions how did Xero miss this one? Or many issues

this is important