Privacy of profitability
I don't want people with standard access to be able to see the Profit and Loss of the company.
5
votes
Ryan Parkin
shared this idea
Hi Ryan, we completely understand—profitability is highly sensitive, and you want to make sure only the right people have access. Protecting your financial privacy while still letting your team do their work is a top priority.
This level of control is already built into Xero’s User Roles. A Standard User has access to run reports by default, but this permission can be removed from their user role if needed.
The Net profit or loss widget on the dashboard is linked to the Reports permission. If the Reports box is unchecked, the Profit and Loss widget will be hidden from their homepage, and they won’t be able to access the P&L report itself.
