Navigation - Ability to hide recent organisations
When working in Xero during client meetings or on shared screens, the main menu prominently displays a list of recently accessed organisations. This exposes other client names, which is a confidentiality issue. The previous interface allowed this list to be collapsed, preventing accidental disclosure of sensitive client information.
Bring back the ability to minimise or hide the “Recent organisations” section—either as:
A collapse/expand toggle (as previously available),
A user profile setting to disable the list entirely, or
A privacy mode that hides client names on demand.
Anna Whiting
shared this idea
Quick pick up there, Murray! 🙂
This update just rolled out today - As noted it's now possible to collapse and expand the recent organisations list so you can hide this if preferred. It's worth noting that the ability to collapse and expand is only available where you have access to 5 or more organisations.
Currently the default is to show as expanded showing the last 4 orgs you accessed (the 5th is the org you're in at present), with the option to collapse the 'Recent organisation' section. However, your last selected state will be remembered by your browser as you navigate and use Xero. So, while it'll be one extra click to begin, you shouldn't need to do this again, unless you'd like to change the view, clear cookies and cache, or change browsers.
We appreciate the importance of this to some customers and thank you for engaging with us about this here.
-
Murray Thompson
commented
Looks like they have just made this change and hidden all the previous organisations. Personally, not for the best as now it requires another click to access the last organisation I was in, but I can see the value with training and privacy concerns.
-
Rory Williams
commented
So until this is done, it is not possible to use/market Xero due to confidentiality breach. I was just recording a video for a client to show how to do something and had to delete it for this reason
-
Alissa Bryden
commented
This is so critical for Accoutants. We can't train properly in Xero when we are unable to screen share and this is a big glitch. It used to have this so I am unsure why it is no longer working.