User role - Read Only access to reports only
To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.
Denise Dillon
shared this idea
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Xero Subs
commented
Would be great if Auditors using the Read Only user role could be given access to the Files Library as this is where both the client and accountant can upload documents so that everyone has the same access to them without having to email these to several different people.
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Graeme Harvey
commented
As auditors we should not be making changes to the clients records, and this will remove that ability. The read only level of access does not give access to enough reports and the ability to follow transactions.
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Graeme Harvey
commented
Provide a auditor login which has access to all reports and information like what is possible in the advisor login, but without any ability to chage any of the records like the read only access.