Enter your idea

We also struggle with editing/ allowing appropriate permissions, whilst retaining security over the Staff settings area. We just need the team to be able to deal with job costs etc, but can;t allow them to have the Import Function without providing full access to all the Business and Staff settings.

For larger firms this is a real pain; ideally we want to be able to only give access to the people that need it.
It seems very odd for Org access to not be granted to all members of the group when a new Org is added to that group.

In Xero HQ, we’ve set up client groups to help manage user access more efficiently based on group membership.

We’d like to suggest an enhancement: when setting up a new file and assigning it to a group, it would be extremely helpful if access could automatically be granted to all users who already have access to that group. This would eliminate the need to manually reassign access for each new file.

We kindly ask that you consider adding this functionality to Xero, as it would greatly improve workflow efficiency and reduce administrative overhead.

Role based security is fundamental for an Application like this

Yes! How is this not already a thing

Absolutely agree. This is a fundamental requirement of a system with multiple users. It is currently impossible to easily see or download a user permission profile and/or update permissions to ensure they are consistent across the practice.

This is a critical issue, and I can't understand why it hasn't been implemented yet. It makes the process of creating new users in practice manager so time consuming and error prone. Resulting in different staff having different permissions when they should all have the same.
Then there isn't any easy way to check / audit permissions across many staff.

Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
This is a risk issue and also creates additional work.