User role: Control and restrict access to accounts in Xero
We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.
Bradley Monk
shared this idea
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Rupal Shah
commented
We are actually looking at other software providers. This security feature is critical for us - whilst you can restrict running reports people in my organisation get visibility to confidential information.
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Deb Hartigan
commented
This is imperative so that different department managers can manage their own budgets but not see whole company information. Restricting by both Account Line and also by Indirect Cost would be helpful
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Tika Tedjamukti
commented
It would be great to have a more granular way to restrict user access. We'd like to be able to lock certain accounts from users as they contain confidential information.
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Thomas Maskell
commented
Can we have it so a user can only view one account? The permissions currently are not granular enough