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For small businesses: Contacts & communication

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User Role - Restrict access to individual bank accounts

To have the ability limit some users to access some bank accounts within Xero org.

Purpose: To limit some staff to not be able to see the information about the client’s bank balance.

549 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

We value our customers input and would 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.  

Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

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  • Adrian Law commented  ·   ·  Report

    I want staff to work on the client account but not to see how much everyone is paid in the current account. Just seems a basic requirement.

  • Matt Heaven commented  ·   ·  Report

    Maybe Xero wants you to set up another Xero account for the bank account you want to be separate, but they won't say that. That is a solution that costs money, but may be worth it to some.

  • Sandra Amoroso commented  ·   ·  Report

    Agree with the need for this "upgrade". Should be a basic feature, for the reasons mentioned before. I cannot delegate any of the reconciling tasks to an employee without giving away the farm. I can't comprehend how Xero doesn't understand the need for this essential feature.

  • Hugh Sandie commented  ·   ·  Report

    As Tony Sinclair mentions, giving basic positions who carry out minor bank reconciliations access to all confidential data is huge 'no can do' for small businesses. It gives full exposure of the companies finances, exposes everyones salary, pay rates and bonuses, shows Directors pension payments, through to dividends.

    How XERO can not correct this is mind boggling and shows how little understanding they have of small businesses.

    Hopefully people keep commenting on this point until action is taken.

    The result is that as a business owner, operating three companies, I have to do most of the bank reconciliations or risk having staff being exposed to confidential information.

    Shame on you XERO for lack of understanding and action.

  • Troy Sinclair commented  ·   ·  Report

    In order to maintain privacy around payroll with a small accounts team it is vital that we can isolate the Payroll Bank Account to one user only so that visibility on this is not for everyone. Very surprised that Xero wouldn't already have this function.

  • David Stacey commented  ·   ·  Report

    Sadly, it is all silence from Xero on this much-requested feature.

  • Hugh Sandie commented  ·   ·  Report

    Such a basic feature imho - why does it continue to be ignored??

  • Jessica Chan commented  ·   ·  Report

    Is there any update on this? Clearly it's a critical feature required for many organisations, and important for clients who get audited

  • Arfan Rafeek commented  ·   ·  Report

    This UI looking great, We are running a growing companies, Alot of managers are working with the team, But current USER ROLES doesn't satisfy our requirements.

    We don't want any operations & Marketing team to see the Bank Account & statements, It is solely under the control of Accounts Department.

    Hope for wonderful migration.

  • Rhys Howells commented  ·   ·  Report

    Users - have the ability for a user to access and process sales AND purchasing without access to bank account feed.

  • Linda De Beer commented  ·   ·  Report

    Good day

    Xero please advise if this is something that is going to be addressed in the near future? The CEO wants us to move to away from Xero as access to bank accounts and other confidential info is not restricted.

    Kind regards

    Linda

  • Michelle Williams commented  ·   ·  Report

    We are gaining more staff and currently everyone can see how much each other gets paid, and when and how much any bonuses are received. Its crazy that you restrict the payroll settings but allow the admin who are reconciling transactions as part of their role to see this sensitive information.

  • Adam Broetje commented  ·   ·  Report

    Came here looking for the ability to limit a staff member to only credit card accounts, not bank accounts.

    We have a user who helps with invoicing and monitoring credit cards, but does not need access to bank accounts.

  • Nicholas Hills commented  ·   ·  Report

    This is holding back clients from switching to Xero. They want to limit some admin staff to accessing and reconciling only the credit cards and restrict access to the main bank account.

  • Jade Sacker commented  ·   ·  Report

    Is this on the cards at all? We really need a practice manager, but I only want her to see one bank account, particularly to send invoices and allocate payments. Is this possible?

  • Lou(AAS) Holmes commented  ·   ·  Report

    Need to limit user access to bank. User can see credit cards and reconcile but cant see current and deposit accounts.

    also be good to limit nominal codes users see

  • Anthony Landamore commented  ·   ·  Report

    I need a user to be able to see payments from customers (and preferably to suppliers) but not have access to the (seperate) account that deals with payroll. This is clearly a very popular wish.
    The User roles permissions choices are extremely limiting.

  • Johannie Kemp commented  ·   ·  Report

    User rights; is there a way a user can have access to banking and invoicing but NOT to settings

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