Enter your idea

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

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

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.

Just get this added to the next update please!

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

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.

Limiting access to specific bank accounts and reports is critical!

2 years later.

Still no option to limit sensitive data.

I Echo Sam Mar's statement.

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

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.

Yes this is definitely something that needs to be done asap. Its an important feature for a lot of small to medium size businesses

Why is this not a priority?
Would Xero management like their employees seeing their bank balances???????????

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.

Please Xero, this post is from 2013. Surely you can develop a user that has access to aspects of the accounts without being able to see bank accounts and produce financial reports. So many small businesses use Xero and critically they don't want all staff to be able to see their private financials. Please prioritise this. I feel the other upgrades you've done like attaching files to invoices and changing the word, 'send' to 'email' are a lot less critical.

Xero, this really is a rather easy and crucial requirement for any medium size business, please advise on when this will be done

Any user with the 'Standard User Role' AKA the role with the least amount of permissions that can still access and perform bank reconciliation, has access to Setting>Check Styles which contains your bank account routing & account number, if you need to have that information printed onto blank check stock. This is a major security overlook. I do not want my employee that is helping with bank reconciliation to have access to my bank account information.

Xero enough time has passed since this was first raised. it's very simple, allow me to have a user that can pay wages/access employee data, create invoices, but not access my businesses bank account balances.

For example, be able to add a user that can access and reconcile debit card accounts and the petty cash account, without having access to the current account. Therefore, the user wouldn't be able to access the bank balance or salary payments etc.

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. That is information that not everyone should have access to. Please work on this ASAP.

Good morning,

It looks like we are so many to be requesting this feature that the question should not be asked anymore. This is an import issue within most companies where some team members MUST NOT have access to certain bank accounts. Could you please work on the matter so the admin can choose who can have access to what. Thank you very much for taking this matter seriously.