Projects - Allow access to view profitability without admin user role.
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??
Rebecca Jones
shared this idea
Hey Rebecca, thanks for your engagement and for sharing this detailed suggestion about user permissions in Xero Projects.
We've reviewed your idea to allow users to view project profitability without needing the full admin user role, and it can now gain support from other community members. We understand the need for team members to keep track of a project's performance, and why granting full admin access isn't always suitable.
Along with votes, others can now comment to share additional detail about how this more granular user role would improve their project management and empower their teams. 🙂
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Kevin Rothschild
commented
Hi - we too are finding this very important and at the moment problematic.
We are trying to give certain ppl access to projects using Xero projects.
They are required to see the financial / reports of their allocated projects.Problem is as follows:
As the most basic user - they don't have access to any financials / reports at all = does not help.
As a Standard user - they do get access to the financials / reports BUT access is given to ALL projects, not to just the ones they are allocated to.
So this too does not work. Really needs a solution.
Also not sure what the benefit of having the function to allocate ppl to projects is, if it does not restrict them only to those projects.
Really look forward to XERO finding a solution to this. I have spoken to many companies having the same issue.