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Granular Access Control – Secure, Zero Trust Permissions
Control-C’s new security model introduces a level of granularity never seen before in managing access to your Xero financial data. Traditionally, giving an employee access to run an Aged Payables or Aged Receivables report meant exposing your entire financial landscape – including sensitive areas like your Profit & Loss, balance sheet, bank transactions, and even other employees’ bonus information. Xero’s native user roles are fairly broad (e.g. standard user or advisor roles grant wide access). Not anymore.

With Control-C’s Zero Trust-based security framework, you can now restrict access to just the specific data or reports your team members need – and nothing more. Want a staff member to run only the Aged Receivables report? You can grant that exact permission, without also giving away the rest of your accounting info. No more over-exposure or “all-or-nothing” access. For example, an accounts clerk can be set up to view and export customer invoices and aging reports, but cannot see the general ledger or payroll details. A junior bookkeeper could be limited to inputting bills and viewing the payables report, without any visibility of bank balances or management reports. You define roles at a fine-grained level – a stark contrast to Xero, where even a read-only user can see almost everything.

This precision access control is built from the ground up, aligning with modern Zero Trust security principles that assume no implicit trust – every access is explicitly granted and minimal. For accountants and compliance officers, this means better internal controls and cleaner audit trails. You can demonstrate that even within your organisation, sensitive financial data is only accessible on a strict need-to-know basis. For instance, an auditor or external accountant could be given a special “Auditor” role on Control-C: read-only access to relevant reports and the audit log, but nothing else. Meanwhile, your sales manager might have access to customer contact list backups (for business continuity) but not to any financials. These tailored permissions greatly reduce the risk of internal data leaks or unnecessary snooping.

For business owners, the benefit is peace of mind and professionalism. You no longer have to say, “I’ll give my assistant access to Xero, but I hope they don’t poke around the salaries or bank accounts.” Instead, you define their role on Control-C to exactly what they require (perhaps invoice creation and nothing else). It shows a commitment to confidentiality: employees see only what’s relevant to their job, which also reduces temptation and errors. And because the platform logs every access and download, you have a full audit trail of who viewed or exported data.

This Zero Trust security model is a unique selling point of Control-C’s platform. It effectively adds a new permission layer on top of Xero’s data, one that many businesses have long wished Xero itself had. By deploying it, you protect sensitive information by default while still empowering your team with the tools they need. The result is a more secure, compliant operation, where data access is precisely aligned with role and purpose – no more, no less.

If you would like to learn more visit Control-C.com or find us in the Xero App Store.

If staff are trusted to create invoice to release the burden from the business owner then it is critical that they should be able to allocate tracking. Otherwise the business owner will find they still need to be involved in tasks they are trying to delegate

This function is granted before to user and why has been remove recently?Add tracking category in invoice is an essential for invoicing user. Nothing is sensitive.

Tracking categories are critical for our organisation. It is unacceptable that this functionality is restricted to employees with Standard User settings only, as these settings also grant full access to sensitive account information as bank accounts.

This is urgent for our company to be able to do.

When a user is given the permission of Invoice only, they are unable to add a new tracking category. The only they can add tracking categories is to give them access to the bank account balance and transactions as well which business owner rightly don't want to give to admin staff.

please help