Homepage - Administrative control to manage widget layouts for other users
We have various users from accounts administrator to operations managers and the new home screen will automatically show them extra information they don't necessarily need, as in, the operations managers should ideally have the bills and invoices front and centre and not really each other's credit cards. Also, the profit and loss widget is extremely annoying being there as our management is presented with monthly accrual basis accounts and use a custom P+L that require a large number of journals done so the profit and loss widget is wrong until the journals get done. At the moment, the only way to update so that each person gets the relevant information looks to be that I'll have to request everyone's login details and change the homescreen myself while logged into each person!
Debbie Hornsey
shared this idea
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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Wern Wern Ling
commented
The Business Overview dashboard contains sensitive company performance data and should only be visible to certain roles.
It would be helpful if administrators could control which users can access the Business Overview and specific reports. For example, a Customer Service Manager may need access to invoice reports to follow up with customers, but should not have visibility of overall business performance metrics.
More granular report and dashboard permissions would allow businesses to protect sensitive financial information while giving staff access only to the data they need.
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Fiona Gill
commented
Can it be possible to close boxes that have no relevance to the Dashboard user.
Eg. Office staff not needing to know Nett Profit or Loss - not their business. -
Alan Jarvis
commented
New Homepage has allowed for sensitive information to be displayed for Staff they previously did not see, ie Profit and Loss. Client has no way to control this unless ask Staff member to switch to old or Customise. That can cause questions and issues.
Solution:
1. Give Subscriber and/or Advisor the right to control what Standard Users see on Homepage or switch to old, and
2. Create a new Permission called say, Invoice & Coding, gives Staff access to Invoicing and able to code Bank Statements and Invoicing and Bank Reconciliation Reports. -
Sam Miller
commented
This is a really important one... once you consider all the datafiles and that each user has their own view... that would be thousands of hours spent customising the dashboard.
Being able to set up a default layout for all users would allow everyone to have a consistant experience when logging into a datafile... there's nothing more frustrating than trying to support a user and what they're seeing on their screen is completly different to what you're seeing.
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Rebecca Seehars
commented
I understand that every user can set their own settings in each file. If you assume that most users only access one or two different Xero files, having a default option is not necessary however I access scores of Xero files regularly and need to adjust the Homepage for each to get rid of the fodder and advertising so I can do my job efficiently. If we could "set as default" for a user, then edit that only for specific files, this process would be a lot faster. Possibly this could be an option in Xero HQ? Or integrated with another suggestion that wanted levels of complexity such as Basic/Intermediate/Advanced/Custom.
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Linda De Beer
commented
The home page now shows all the bank accounts and profits of the business to everyone that must not see that type of confidential info. Almost all the employees had to be loaded as advisors so that they can be able to print the necessary reports because Xero does not have th ability to allow / disallow users certain functions = like example the creditors controller must not be able to see the bank accounts or the profit of the business
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Antlab Ltd
commented
When customising the homepage view, it would be helpful to have the option to set that customised layout as the default view for all users.
This would make sure everyone logging into the file sees the same key information and widgets to keep everyone aligned
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Intellisec Security
commented
So much time is wasted clicking. Bring us straight to what we owe, and what we are owed!
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Janet Hiern
commented
It would be great to have a landing page/home page that's not the dashboard and that has no business information at all - menu options could be very useful. The dashboard as landing page shows bank balances to anyone walking past.
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Jordan Oppy
commented
Ability to select your own landing page after login.
Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?
I would love to able to choose which page I see when logging in.