Enter your idea

Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.

With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.

Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.

We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.

✍️ If this is something you’d be interested in taking a part of please fill in our short form here ( https://feedback.xero.com/jfe/form/SV_8A0gEn3q4ZVcjTE ).

Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.

We’ll come back and share on the outcomes of our research and any progress around development of roles in Xero.

Hi community, thanks for your interest in this idea. Like you’ll see through other ideas on the site – We know there are many segmented permissions that our Xero customers would like us to provide.

Currently Bank accounts access is provided on a blanket basis across all bank accounts, but we appreciate why you’d like to provide access by individual bank account.

To be upfront most of our teams resource at present is focused on our ‘ Building on beautiful ( https://central.xero.com/s/article/Building-on-beautiful ) ’ work, and at this stage there’s no work planned to allow more specific permissions to bank accounts in Xero. It’ll take some time to work through but once the bulk of this work is complete, we’ll be able to bring more attention to roles and will update of any progress around permissions to banks, here.