User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.
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Elizna Bouwer commented
We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.
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Brett Blaylock commented
This is essential for us. Please. ASAP
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Charlotte Rix commented
I need this function for my accounting staff - such as debtors and creditors reports
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Julia Wiginton commented
Hello Xero
I have a sales team who would like to see reports based on their sales only which is a custom report we have designed. However, they can view all reports so we have to download the report upon request every time which is so much admin time.
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Jo Butterworth commented
Hi team - your response to this idea (now supported by 179 people) advised you would look further into it once the older versions of reports had retirned (31/7/23). What is the latest regarding this issue that is clearly a problem for a lot of users?
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Naomi Krahe commented
Hi Xero,
Please have a look at this, we have people with read only access but would like to limit their reports to just custom so we can decide the types of information they can generated
Thank you :)
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Hannah Russell commented
Hi Xero,
Please could you look at this again. Our sales ledger and purchase ledger clerk is unable to run reports without me granting her access to highly confidential information.
At the moment this is creating more work for me than necessary. -
Tim Johnson commented
The reports are already segmented in the reports window so a user role that can access the reports in one or more of those segments would be a logical first step. As a professional partner we actively encourage our small business clients to use Xero but this issue is a problem for many of our clients for all the reasons outlined in previous comments.
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Eileen Cotton commented
Xero please relook at this. I agree with Leneze Toerien's comment "This forces a manager/owner to do all of the work which is not very effective". This is what we are struggling with.
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Leneze Toerien commented
Can we have this relooked at? Separating reports for users is crucial. As well as some other functions that certain users are privy to. This forces a manager/owner to do all of the work which is not very effective.
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Jimmy Tang commented
can we get this relooked at?
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Eileen Cotton commented
I love your software except for this major issue!!
As Xero continues to promote the software to small businesses, Xero should consider that businesses require employees to work using the Xero software but do not want to share all the confidential financial data with the employees. Would you want to allow an accounts payable clerk or an accounts receivable clerk access to your profit and loss statement. The answer should be no. Xero should make this a priority and not leave it on the back burner. -
Scott Butler commented
from a credit control point of view it would be great to add aged receivables to the sales invoice only access and like wise for payables just for segregation of duty and responsibilities
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Charlie Coyle commented
Hi everyone, as our business models increase along with staff financial literacy comprehension, this user access and role is more and more required.
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Luisa Magao commented
This is critical for us too - If Xero could separate banking from reports it would make things a lot easier. We have staff that need stock reports or Project reports and currently I have to ask the owner to manually do them and export them. Quite problematic as he's not always available when these are needed.
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Clifford Vaux commented
A client of mine, a large earth-moving equipment business would like certain employees to have access to some reporting but not be able to view the bank. Currently, Xero is setup to combine the bank with all reporting. This means that some employees who need reports such as Aged payables, can also see the sensitive information in the bank. Not a good thing at all for this client. Would be great to have more combinations of user permissions.
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Janelle Bartlett commented
Thank you for your comment.
The lack of defined user access and reports is a definite problem. I have found a solution… it’s called MYOB. Our larger clients all require distinct roles separating senior management from clerical staff. Xero is great for small clients, owners processing their own file. However, any client with serious growth potential should be using MYOB. We have recently assisted a client migrate back to MYOB and we won’t recommend Xero to any client with a turnover exceeding $5mil (and some smaller), nor to those with potential to grow. -
Melody Deng commented
Hi Team,
This is really a critical issue for us as well!
Can Xero have the function to give users to different report? -
Linda De Beer commented
This is really a critical issue for us as well! We are new Xero users but I would say if you have invoice and billing only rights at least you must have acces to the Customer and Supplier bill activity reports so that they can reconcile with the account statements of the suppliers especially? Please please Xero it must not be so difficult for you guys to do this?
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Lisa von Sturmer commented
How ridiculous. Most small businesses are not "1 man bands" or solopreneurs etc. What will you all be switching to? I've been using Xero since 2010 (!!!!) and will be switching this year if possible (even though I'd prefer not to!) because we need different access levels to reporting. Kind of shocked this isn't even in the pipeline as it's so basic, but oh well. I'm not thrilled about Quickbooks, but maybe it's evolved a lot over the past 13 yrs...
Also pretty disappointed that Xero wouldn't even comment on such a highly voted issue that's almost 10 yrs old.