User Role - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
We'll return to share on the outcomes of our research and any progress around development of roles in Xero.
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Martin Morrell commented
Users should be able to view and amend repeat invoices and save them as Draft for a supervisor to approve. At present if you give a user the Invoice Only option they can only see repeat invoices that they have setup. This is not much use if you bring on a new staff member but don't want them to be able to authorise anything.
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Rupert Stuart-Baker commented
I total agree with this, For me its about having a separation of user levels, one should be for financial administration so invoice raising, reconciling and general accounts function, which is completely different from full access to all the profit and loss, balance sheet and complete financial performance of the company available to company owners/directors. I don't mind about bank account amounts access because that is useful in the role to make sure the amounts are correct but I do take issue with the performance of the company including profit and loss being accessible. I recently did a pay review and for my accounts administrator and because she knew the company was doing well actually quoted that to me for an additional pay rise. I was going to give her one anyway but because of this issue it put me on the backfoot which is poor. Please sort this Xero asap? Thank you.
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Regine Miqdadi commented
Limit visibility of certain users to certain information. For example, we require a Operations Team to enter P.O., invoices and credit notes but we would not want them to have access to other information like the cost of staff, other people's pay.
It would be great to be able to grant different users, different access or visibility to different areas of Xero.
Applying the same to Hubdoc, users only see the documents they've entered. -
Matthew James Mifsud commented
this should be done to specific sections such as quotations section only i.e the ability to just be able to issue/send quotations without access to anything else
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Loes Huisman commented
Managing access to specific accounts per user (And to deny acces to specific accounts)