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'Add a permissions level between IO and Standard - the gap is far too wide.' has been merged into this idea

For small businesses: Settings & user roles

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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

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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  • Lauren Smith commented  ·   ·  Report

    Can we please have an update on this? 31 July 2023 was almost 2yrs ago!

  • Julie T commented  ·   ·  Report

    Xero - please can we have an update on this. As requested by many Users this will be a useful change. We would like Admin team members to be able to run AR and AP reports and specified Account Transaction reports (not all) without being able to run other reports such as P&L and Balance Sheet.

  • Joel Rumney commented  ·   ·  Report

    I think this is super important for companies looking to offload administrative work without giving full access to team members. Team members should be able to pull A/R and A/P reports without being able to pull profit and loss reports, for example.

  • David Stys commented  ·   ·  Report

    Xero team, what's the status on this? We've been waiting for years. This is a critical feature that is needed.

  • Sarah Ludlow commented  ·   ·  Report

    This is important to our clients, your customers. Clients do not want to share all business and emplolee details with all there users

  • Toni Cheyne commented  ·   ·  Report

    For me this is the frustrating part of Xero as a small business owner. That is any staff member who has standard access has full financial access to the business itself, how it is going, profit and loss, well everything. Not being able to limit the reporting access is just not good.

  • budi harto commented  ·   ·  Report

    This is our first year to use XERO and our organisation will be audited by external auditors. We will plan to give the auditors the "Read Only" Access to see our XERO reports and transactions.

    However, there is Budget Reports that we do not want the auditors to view.

    Please, make it possible to limit this access.

  • Lorraine Adams commented  ·   ·  Report

    Me too.

    First brought this to Xero’s attention some 12 years ago……they have made it clear that it is not a priority. Too difficult & unable to justify the cost involved.
    GDPR? What’s wrong with a purchase or sales ledger clerk having access to ALL reports and data about their co-workers, boss, company performance etc? As bosses, we love having to run and provide appropriate basic reports for our teams. They love waiting for us to do this because as it happens, we aren’t tapping our fingers wondering what to do next!

    Was and still is, an unbelievable floor in this ‘approved’ software.

  • Callum Macdonald commented  ·   ·  Report

    Xero - is there any official update on this?? or are you just ignoring everyone in the hope this will go away?? This is an absolute necessity ... I have clients that won't move to Xero because of this specific issue.

  • Chris Curlett commented  ·   ·  Report

    Come on XERO this is really a basic in all accounts system other than you.

    204 users and growing would like it so why ignore them in favor if the new Invoicing system that is causing so much consternation.

    FIX WHAT IS NEEDED BY USERS BEFORE EMBARKING ON SOMETHING THAT IS NOT WANTED.

  • David Batkin commented  ·   ·  Report

    Come on, Xero. This is a basic request. We want a user role that can access certain reports without having to give access to the bank accounts. It's not an unreasonable request.

  • Alice Tang commented  ·   ·  Report

    This will not only reduce the reporting deadlines pressure on Finance teams, but letting Finance teams concentrate on making sure the data is up-to-date while removing the unnecessary work/turnaround time of repeated preparation of multiple reports to management on a monthly or adhoc basis.

  • Alice Tang commented  ·   ·  Report

    Due to the pressure from Dept Heads and Management on Finance team to report on a real time basis, if Xero can have a function where we can send a live link to individual Xero reports to Dept Leaders in the company so that they can generate the report at any point of time, it would make a huge impact.

    Eg. Creating a report specific to IT and let the IT Dept head able to access the unique report on Xero platform on an real time basis whenever they need to make a decision. The non-finance user dept doesn't need to have Xero login, they just want to view that specific report thru the link that is only given to their email access. Finance team can remove the access anytime from Xero system.

  • Elizna Bouwer commented  ·   ·  Report

    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.

  • Charlotte Rix commented  ·   ·  Report

    I need this function for my accounting staff - such as debtors and creditors reports

  • Julia Wiginton commented  ·   ·  Report

    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.

  • Jo Butterworth commented  ·   ·  Report

    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?

  • Naomi Krahe commented  ·   ·  Report

    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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