User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
Alison Martin
shared this idea
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Helen Smith
commented
We would also like to see a read-only user, with bank feed authorisation permissions. We used to be able to grant our client Standard user access to authorise the bank feed & could then downgrade them back to read-only status. However, now our clients have to remain as a standard user as the bank feed authorisation is lost if the client user permissions are changed. We don't want our client to have access to the standard user role but currently have no other option.
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Chi Yun Wai (Sam)
commented
We also would like to see this feature where "read-only" and "managed clients" user roles can renew bank connection ie refresh feeds. Xero support suggested to temporarily upgrade the client user role just to refresh the feed but this is against our practice policy as it also allows access to editing bank transactions, a potential AML risk. At the moment we have disabled bank feeds and relied on importing statements but we rather have the client the ability to refresh feeds on their limited user roles.