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Xero just not listening. My suggestion is to start commenting under their ads on the likes of Facebook, may take some notice there as it will affect new clients signing up? Going on far too long now with no action.

Business Director Now has to do the work for her staff. Absolutely ridiculous.

I have a very unhappy client that I converted recently. All of her staff need to use report for Sales and purchases. But not Bank account, GL, P & L and Balance sheet. She rightly considers this to be confidential areas of the business.

Now she has a bigger work load because she has to send the reports to her staff in excel format. Then when they make updates to the excel sheets she then has to upload it to Xero. This has put more strain on her with work load which is absolutely ridiculous.

A critical need to refine the user access roles.

Yes, we really do need to be able to secure the nominal ledger & bank accounts, & have some restricted 'files' access too.

I can only assume that Xero actively want anyone with more than 1 accounts person to go elsewhere!

Good day Xero
Is there any chance for change to the user roles soon? This is really becoming a serious confidentiality risk for us.
The employee responsible for debtors/creditors can see all bank accounts and private financial information, if their roles are changed ...they cannot do their work because they cannot print the activity bills to reconcile.

Can you please advise if there are changes being planned in the near future so that we can make decisions with regards to software?\
Kind regards

This has been under review for some time now. We rea getting to the stage of wanting to move providers like many. It is very limiting. We are a small business, but our staff cannot even view stock on hand without having access to all bank accounts and payroll, as well as reporting.
Surely this is a priority.

We just need to be able to hide a certain bank account (the one we pay staff from) away from all employees, it contains private information that is destructive in the wrong hands. It’s why I think Xero is limited to ‘one-man band’ companies

2 years later and we are still asking Xero for this simple feature - I feel like this is not requesting the impossible, yet we are not being heard. It should be a standard setup in any accounting system as there are employee levels in every business
Junior staff should not be able to access our balance sheets and income statements or bank balances.

I would also love an update. My one client is a manufacturer and has a whole Sales, Planning and Finance/Admin team needing to access different types of reports or features. Some read only, some for processing. I've actually started considering splitting the company in two in order to give the Debtors/Creditors manager access to the reports she needs to be able to access to do her work efficiently. But this isn't a proper solution since we need to prepare management statements monthly. And we get asked for up to date statements regularly for securities or guarantees.

Desperately hoping this will come into effect soon. I can't think that it's such a difficult feature to build into an amazing and advanced program like Xero... If Quickbooks and Sage (even Pastel) can do it... I'm pretty sure Xero can too.

Please give us an update on this feature. I have a client that needs an employee who only has access to Sales & Bills to have access to Products & Services but I have to give them access to everything to be able to do this - They do not want their employee to see the bank accounts.

It's been over a year since Xero has provided any feedback or status on this critical issue. It's hard to believe this requires "long running" and "multiple phases" to discover an adequate user role structure - this has been widely addressed in multiple systems over several decades and the principles are fairly basic in nature, especially for a straight-forward platform like Xero.
Why not layout a scheme of what you have so far and allow this thread to comment? You have some 400 engaged and experienced partners willing to push this along.
Get going Xero.

It is ridiculous that on the "Read Only" profile, one cannot uncheck the "sales and Purchases", "Bank account and Balances" and "Reports" check boxes. I have a client that need to give the credit department access to view only debtors' invoices, but then they have access to confidential financial reports and bank statements. This is the one area where Xero is way behind, and it seems that there is little understanding of what the client requirements are.

This is one of the areas where Xero is lightyears behind QBO and Sage. really needs urgent attention. It was announced last year at the Xero Roadshow that there is changes coming to user access - another year has come and gone.

can we get some feedback?

The "Read only" access should be more flexible. Currently, this option allows the users to view everything from Sales, Purchases, Bank account balances and the reports. While this option is good for auditors, on the other hand it gives too much information to the other users. The person managing the users should have the option to limit the viewing rights to a particular area such as Sales Invoices only.

As the system is at the moment, to give access to Sales invoices only, I would need to give the users a right to Sales Invoice where they can issue, amend, delete/void invoices and also send them to clients. This way it is very dangerous as a user may issue an incorrect invoice by applying and incorrect rate of VAT, may change/edit existing invoices, etc.

I sincerely hope that there will be more flexibility to the "read only" feature or maybe addition of new features where Sales invoices / Customer balances can be viewed in a Read only mode by users without having the right to view Purchases invoices, bank accounts and reports as well.

Hi Kelly

We really need an update on progress for this. The lack of options for users means that businesses are either in breach of GDPR (data protection issues), which is a serious matter, or senior staff are having to perform tasks that should be completed by more junior staff.

I've seen a prototype of possible options, which looked great, but that was getting on for 2 years ago now. I really can't believe that your programmers are this inept & inefficient at updating software. Other providers have this as standard, so clearly it's possible.

There are various versions of this "idea", overall the votes are into the thousands, so clearly it is something that Xero customers need & want urgently.

Please get your programmers on the case so this can be implemented ASAP & in the meantime give us an update on the situation as it stands now.

The lack of updates on any of these "ideas" is rude, frustrating & makes us as customers realise that Xero doesn't care about their customers.

I hope that Xero can action this soon.
My client has a sales team that need access Products & Services. With Invoice only access, they can add new products during invoice entry but not edit existing products.. so near yet so far.

It is really quite a big drawback for me for an amazing accounting platform such as Xero to not give the administrator access to narrowly defined user permissions. I had a rule with my clients on Sage - once an invoice is sent out to a customer, if you need to make changes do a credit note. It's something so silly, but I LOVED that I could tick that they can't edit invoices after it was sent out.

I love Xero and what it can do. But I really feel Sage was better in terms of giving people access to different areas and things in the accounting software and also with helping you set the permissions in a way that supports your internal processing controls.

Please, Xero, when will this be available?

Our firm have moved on at this point, no longer recommending Xero to clients who are more than just single owner company's. Bright Books offers much more in terms of levels of access to different modules for different staff. It also integrates with our practice software since Bright bought out the suite of softwares.They are now the market leader in my opinion in Ireland.

Never forget the AGM!

If you are a shareholder, you can bring up your concerns under General Business
OR
If you can get enough shareholders/shares, you can propose an Agenda Item of "no confidence in the Product Development Team and Directors in managing user requests. This is a non-bonding resolution however the Directors have to respond. I have used this in the past and they do not like it!

I did this some time ago in my own name and it got the attention of the Directors.

Ridiculous that this hasn't been actioned by Xero yet.

The current set up puts so much limitation and risk on businesses.

This is crucial to operations and finance and just goes to show that xero have very little understanding of such things and obviously do not care at all about their customers and the system they are providing.