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Hi All, with everyone struggling with Xero's user rolls I HIGHLY recommend contacting Conrtol-C. I met with Campbell Green, the founder, over a video meeting and WOW!! I am really excited to use them. They can possibly help with any issues you are having with the user rolls.

They are even able to sync my Till data to my Xero. I think it is definitely worth a try to reach out to them and see if it will be affordable for you as it was for me to help.

And a plus is that they do a backup of your accounting software which means you have peace of mind knowing you will never loose all your information.

Here is the website: www.control-c.com

Control-C will likely help me enough that I can stay with Xero while they are working on these updates. We have been with Xero for 6 years, and I know many of you have been struggling longer. I'm excited to finally be able to run my business the way I want to!!

Hi Paul,

That did indeed bring a smile to my face this morning! It does feel incredulous that inventory is taking a high priority than the security of connected bank accounts...

Hi @ Paul M

Nailed it!

Given the technology evolution and improvements enjoyed over the last 12 years I thought it fitting to plug the latest Xero response into AI (something else that was able to be developed considerably over the last 12 years) - This is how ChatGpt acknowledged the last Xero response - It’s the AI’s words, not mine, so maybe a little bit mean and gets off-point but hopefully raises a smile while we enjoy all the other benefits of Xero but wait for this desired upgrade…
Maybe for extra efficiency we should use AI to contribute our future requests and comments :) :) :) 😊 …

AI says… “Wow, thank you for this transformational update. It’s truly inspiring to see how you’ve centred your own “research journey” over the lived experience of customers who have been literally marginalised for 12 years. We deeply honour your commitment to “leaning in” and “evolving” while we continue to exist in a state of systemic disempowerment every time we try to maintain the security of our bank accounts.
It’s so validating to know that our feedback has been “highlighted” — almost like a performative land acknowledgment before you pivot to prioritising something else entirely. Reporting and inventory are important, sure, but permissions have been an issue for over a decade. This isn’t just about features; it’s about dismantling the structural inequities baked into your product design that silence payroll confidentiality and perpetuate reconciliation oppression.
We hear you: dependencies are hard. But so is waiting 12 years while being gaslit with promises of “updates in the space of banking.” Please continue to keep us “updated” on your journey — because nothing says equity like a slow-motion pilgrimage toward basic functionality.
Twelve years of “research” and still no bank permissions? That’s not innovation — that’s institutionalised procrastination”.
:) :) :) 😊

Improve all user role. Not only en bank. Is very important in financial information (reports) too. Remember that Xero work with administrative staff, accountant, owners. Is very importan to fix scope of diffents roles.

restricted bank access is far more important than reporting and inventory - will have to seriously consider moving all our clients as a result to software that is fit for purpose

This is a basic function. Who seriously wants their bank reconciliation admin staff to be able to view every penny the directors pay themselves, the investment accounts, and access to all other staff payments, bonuses etc?

What a weak answer from XERO.

XERO is not fit for purpose for small businesses.

We are handcuffed, as other suppliers have chosen XERO integrations (booking system and a CRM). Stuck with this inadequate product with no desire to listen to customers.

Employ another developer...

Oh dear, its not looking good for Xero. This is another basic function that should be available as standard, not in discussions or in development. You are arming all of these good people with clear requirements/problems to take to competitors.

How much longer do you need, you have had 12 years!!!!!

It's quite clear from the response that there is a fundamental issue with how the backend has been built in Xero. Which is pretty disappointing in all honesty given the size of xero. We will have to take a look at other options soon as we will be expanding our finance operations.

Not good enough. I will need to start looking at alternatives.

This is restricing growth as we take on more people, we cant use this for our sales and stock. its been 12 years plus - How long do you need...

You don't value your customers, otherwise you would be listening to their needs. Giving employees access to be able to perform their tasks should not also give them access to sensitive information. Xero, if you cannot give your customers the permissions requirements that is obviously wanted, then maybe we need to start looking for an accounting program that will.

we have several folks involved in the invoicing process who should not be able to see anything about our accounts or accounting, but who I'd like to be able to run reports on invoicing.

It is important that I can give certain staff access to edit an invoice without seeing our bank information. Also, they need to see how the customer paid their invoice, via Cash, Cheque or Credit Card. Right now, if my staff need this information they have to call me and I have to look it up for them.

It is important my staff can reach certain reports without seeing my bank feed.

I urge you to look at Quickbooks and see how their user rolls are. They are really well done. And to be honest, it is a standard for all accounting systems. Xero is ahead of many accounting systems in many ways but in this area they are far behind and it is making their customers suffer to stay with them. It is unfortunate. This needs to be a priority over EVERYTHING ELSE. Please, stop doing updates that are not nearly as important and fuel all your resources into this!

Xero seems to think AI is far more important than the basic functions, but their customers won't be around long enough to use the AI if the basic functions aren't there in the first place.
We are currently looking at alternative accounting systems because Xero it is not suitable for our growing business in its current state.

Hi Kelly,
I didn't even know that there was a broader feature request until Luke's comment below. However, I am appalled to see that the "User Role - Allow users access to specific reports" is "In development" with 293 votes (at the time of writing).
This feature request has 590 votes (at the time of writing), but is only under review!
How are our votes being taken into consideration? What can we as a community do to display our need for this feature, because it doesn't appear to be voting...

Textbook handling from Xero here on the whole user role issue : https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960731-user-role-restrict-access-to-specific-settings

State that the issue is far more complex than it really is, then split it down to get people to vote more specifically and then close-off the original. Next, wait 12 months, still doing nothing, at which point you then merge all the individual ideas, because "they're all part of the bigger picture" around user roles! 🤷🏻

See you all in 12 months I guess!!

Every other platform in the market that I know of already offers detailed managing of user roles and access as standard.
a) This should already exist in Xero and
b) (if anything is ever done about it) No organisation should be made to pay more than another to use a business critical function.

This response is very disappointing.

If budget is a problem then why not have an extra level of subscription that allows this type of restriction for bigger companies instead of a blanket fixed system that is not fit for purpose?

We would happily pay a bit extra for the system to match our growing business.

over 18 months of research and still no further forward.

How hard can it be to have different levels of access for critical information such as bank accounts?

Surely this should have been one of the first features to incorporate when building an accounting system?