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.
Greg Ashe
shared this idea
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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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)