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User Role - Allow users access to specific reports

Ability to only allow some users to access specific reports.

Purpose: Because in some organisation, only some people can only see the information for some reports.

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

Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

  • Part 1: answer questions about the current report grouping
  • Part 2: explores a new grouping and role-based report access

👉 If you're interested, please go through the link here.

Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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  • Lesley Christian commented  ·   ·  Report

    Definitely need more customisation with the User permissions and accessing reports.

    Sensitive financial data needs to be secure with restricted access. Other data such as daily sales and purchasing data should be available to access for certain roles as a customisable option/tick box.

    Access to reports should necessarily mean access to the bank and associated aspects of the business.

  • Helen Christopher commented  ·   ·  Report

    We are finding that clients require more flexibility in user roles. For example a client wants an employee to carry out invoicing only, but that employee also needs to be able to print a sales report at the end of the day.

  • HK.Juan Finance Team #1 commented  ·   ·  Report

    Yes, certain project should assign to certain users, not all users can access. Hope this can be improved.

  • Sharon Bramley commented  ·   ·  Report

    It is important that the accounts clerk cannot see the Financial reports. They currently have access to all business expenses, including the Directors Salaries, and the details of other staff members salaries, by just drilling down into the transactions.
    This information MUST be protected and secured from minor staff. There needs to be a set up with password, or a category between Invoice and accountant/manager please.

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    To make users that have Purchase only access to be able to have Age analysis permission as well.

    Purpose: To have more flexibility for giving other staff access to other parts of Xero.

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