User Role - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
Greg Ashe
shared this idea
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
-
Idan Kfir
commented
100%.
Why would I want to share all Payroll data with bookkeeping? That is a painful missing feature.
-
Joe Tyler-Cole
commented
Agreed - we would like to be able to give managers access to their own tracking categories - without seeing all the organisational data.
They would need to be able to print reports but only on their specific category -
Martin Morrell
commented
Users should be able to view and amend repeat invoices and save them as Draft for a supervisor to approve. At present if you give a user the Invoice Only option they can only see repeat invoices that they have setup. This is not much use if you bring on a new staff member but don't want them to be able to authorise anything.
-
Rupert Stuart-Baker
commented
I total agree with this, For me its about having a separation of user levels, one should be for financial administration so invoice raising, reconciling and general accounts function, which is completely different from full access to all the profit and loss, balance sheet and complete financial performance of the company available to company owners/directors. I don't mind about bank account amounts access because that is useful in the role to make sure the amounts are correct but I do take issue with the performance of the company including profit and loss being accessible. I recently did a pay review and for my accounts administrator and because she knew the company was doing well actually quoted that to me for an additional pay rise. I was going to give her one anyway but because of this issue it put me on the backfoot which is poor. Please sort this Xero asap? Thank you.
-
Regine Miqdadi
commented
Limit visibility of certain users to certain information. For example, we require a Operations Team to enter P.O., invoices and credit notes but we would not want them to have access to other information like the cost of staff, other people's pay.
It would be great to be able to grant different users, different access or visibility to different areas of Xero.
Applying the same to Hubdoc, users only see the documents they've entered. -
Matthew James Mifsud
commented
this should be done to specific sections such as quotations section only i.e the ability to just be able to issue/send quotations without access to anything else
-
Loes Huisman
commented
Managing access to specific accounts per user (And to deny acces to specific accounts)