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.
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Tina Edwards
commented
Give access to files to process bills but without having full access / bank account exposure
The invoice only option shows files available but this is only on a transaction not from the files area.
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Karen Browne
commented
Yes, this is essential. Please add this feature asap.
Thanks -
Chi Tai Nguyen
commented
Is there any update on this? Is this being worked on?
It seems like such a simple feature to implement - makes no sense as to why this feature isn't available yet!
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Elise Payne
commented
It would be useful to allow access to bank accounts per user so that they can add their own credit card payments and not see other accounts or post payments to the wrong account
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Neisa Reid
commented
I don't understand the "submitted Mar2022" when you can see it has been a topic of discussion with Xero from Nov2013!!
Come on guys its now coming to 10 years!!
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Andy Mayo
commented
This is critical for me - please implement!
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Noel McKenney
commented
It's pretty basic and extremely deficient of Xero to have ignored this request for more than 5 year.
Care factor by Xero is Zero !!! -
Lerato Pooe
commented
Business owners should be able to restrict access to confidential information by staff. This feature is critical.
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Jason Bianchi
commented
I have had a reply from Xero, pretty generic but the more of us that vote and raise it it will get some traction.
Thanks for getting in touch with your query.
As you’ve found, right now it’s not possible to stipulate certain users only have access to certain bank accounts within the organisation and giving a user permission to view bank accounts will give them access to all bank accounts in the Xero organisation.
This is a request that has been raised with us and I've found the thread you've mentioned in our Xero Product Ideas.
We do receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team. I encourage you to vote and leave feedback on the product idea as comments are read by the appropriate team here at Xero.
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Mark Hirschel
commented
Perfectly said Michael. Have raised with xero support.
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Joanne Boardman
commented
Good idea, I have raised a support ticket.
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Jamie Foale
commented
I have contacted my Xero case manager to request it be escalated. I have done a quick look to see how many other tickets have a similar level of support and there are a few but none seem to have the same level of sensitivity, which for us becomes a data protection issue as well.
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Gavin Sinclair
commented
Guys I am absolutely shocked that this is not possible. If I give certain staff members access to work on one bank account they have access to every account the company has. That's backwards to say the least.
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Neisa Reid
commented
I already have 1 client that has made his intention to move as they are growing and want to pass on tasks to other staff members but cannot do so as they do not want them having access to the bank. They have asked about this feature from they became xero users 5 years ago and is now fed up of waiting.
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Jane Skinner
commented
Perhaps we all need to regularly raise this on our own cases (rather than this forum which doesn't seem to be checked by Xero very often). That way Xero support staff will be having to respond frequently & maybe they'll then realise how important it is!
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Mark Hirschel
commented
The fact Xero is keeping quiet shows there is Zero intention of making what would be such a simple change. But we will all stay with them regardless so they win I guess. If there was a mass exodus then their hand would be forced. Oh well.
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Emma Beavill
commented
This feature is critical! I have some team members who need to access certain modules that are only available on the advisor level (e.g. Products & Services to see purchase history of a product), but they should not be able to view confidential information held on the bank account.
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Joanne Boardman
commented
Some feedback from Xero on whether this will be implemented would be good.
I would have assumed this was essential for any decent accounts package. -
Jamie Foale
commented
Currently sensitive data is available to people that shouldnt have access to it. Should be sorted ASAP.
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Ann L M Chan
commented
This is critical and surprised that Xero ignores it users' request. I would say most of the features Xero added was not practical, nicer report & better design. This is critical. Please act.