User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for your involvement in Product Ideas and support in this idea.
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Len Weideman
commented
We need a user role where an employee can have full access to all features , but not seeing the bank account or bank recons. There is confidential information that should be kept that way
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Eleisha Strang
commented
Seriously XERO!!
Why is it taking over 2 years to implement a basic functionality required by so many businesses?
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Chloe Luhrs
commented
Reiterating Daria's comment - we also just switched from MYOB to Xero and cannot believe that you cannot limit the User's ability to view certain bank accounts. Please keep us informed with this progress.
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Patrick Walton
commented
This is a critical component to ensure casual or temporary staff do not have access. More criteria for users roles are required. A tick list of what they do or dont have access to.
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Daria Salnikova
commented
Unfortunately, the link to the form is not loading. Could you please add me to your focus group? This feature is vital to our business. We recently switched to XERO from MYOB and were a bit frustrated as this feature was available to us there. Please inform us of the progress on this development, as our business decisions depend on it.
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Denise Milner
commented
It would be a great feature to be able to adjust certain permissions within users in relation to bank accounts. In one Xero organisation I have 3 bank accounts and 10 credit cards, however I would like one user to be able to only see 1 bank account and 2 of the credit cards, not all of them.
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Terence Sadua
commented
For view and access to multiple business bank account in Xero, I suggest viewing access should be restricted according to the Xero role of the user, except for the master user role.
It is important some of the business financial information must not be visible to all Xero user in the business. -
Benny Jacobs
commented
Please add me to the list to inform when I can better control user access, so that they can access the business side of Xero, but not the accounting side
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Mike Brett
commented
This is critical to add this feature. I would like certain users to be able to reconcile incoming payments from certain bank feeds. But I do not want to them have access and visibility of the bank account which employees salaries are paid from. This information is too sensitive, as such only the FD is able to reconcile and this is a large task which takes up a lot of their time.
Please could this be added as a feature as soon as possible
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Sam Chen
commented
I can’t believe this idea has been raised for more than two years and is still unresolved.
Xero, please stop being arrogant and start listening to the users.
I hope to see this feature in the next update. -
Sam Chen
commented
Just get this added to the next update please!
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Martin Reader
commented
A number of clients would like to restrict user access to specific bank transactions eg a person may need to be restricted so that they cannot see wages/salaries coming through the bank.
By being able to see these transactions, this can influence salary/wage discussions -
Clare Dance
commented
I'm surprised that turning off bank visability for certain users isn't a priority function to introduce.
Admin staff, raising a PO should not be able to see the bank balance.
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Lily Yu
commented
Limiting access to specific bank accounts and reports is critical!
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GS THOMPSON
commented
2 years later.
Still no option to limit sensitive data.
I Echo Sam Mar's statement.
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Sam Mar
commented
To manage our company account I have junior employees that need to check if customers paid but should not be able to see the balance in the bank account. Another department makes sure that bank payments are allocated.
I would appreciate more granular setting options. I came from Sage and with Xero at double the price I expected to find this as a standard function
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Richard Oldnall
commented
User permission settings on Xero are pathetic. It's a major weakness of the platform. The ability to fully customize settings for users must be a priority.
Our company will switch back to Sage (which has this functionality) if not addressed soon.
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Lee Horrocks
commented
Yes this is definitely something that needs to be done asap. Its an important feature for a lot of small to medium size businesses
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Nadine Clay
commented
Why is this not a priority?
Would Xero management like their employees seeing their bank balances??????????? -
Kylie Watkin
commented
I agree with all of these comments. It should be a very basic feature that you can separate who can view which bank accounts as users on Xero.