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Hi Xero this is very important I think to most Xero users. As everyone said employees are now able to see financial information about the company that they should not. Can you please make a plan urgently!

Hi Xero, is there any indication of where this is heading?
I'm concerned that this is more than a dashboard customisation issue that perhaps Xero thinks it is. It raises a genuine question around confidentiality and responsible information access.
The new homepage is placing financial information in front of users who may need Xero access to perform their jobs, but who have no business need to see information such as company profitability, bank or credit card information or broader financial performance. Several comments on this idea now raise exactly the same concern.
Telling users to customise their own homepage doesn't solve the confidentiality problem because they have already seen the information before they can remove it. The alternative is for an administrator to sit with each employee, have them log in, and remove information from their homepage in front of them. That's hardly an appropriate confidentiality control and can unnecessarily create questions or tension about why information is being hidden from them.
Businesses have an obligation to protect confidential financial information and apply access on a need-to-know basis. I would have thought software handling sensitive financial data should enable, rather than hinder, that responsibility.
Can Xero please revisit this and advise whether administrative control of homepage content or role-based homepage layouts is actually on the roadmap? If it isn't, I think it would be helpful to understand how Xero believes businesses should appropriately manage this confidentiality risk under the current setup.

I also have the same question about how administrators can manage the homepage layout for different users without having to access each person's account individually. Not everyone in an organization needs to see the same information, and it would make much more sense if the homepage could be customized according to each user's role or responsibilities. For example, operations managers should be able to see bills and invoices immediately, while information about other users' credit cards may not be relevant to their daily work. The profit and loss widget can also be misleading when the business relies on accrual-based reporting and a customized P&L that is only accurate after all the monthly journals have been completed. Having these widgets displayed by default can create unnecessary confusion rather than helping people focus on their priorities.

Is there currently an administrative setting that allows an account administrator to configure homepage widgets for other users or assign different layouts based on user roles? I agree that having to collect everyone's login details and manually change their homepage settings is not a practical solution, especially for organizations with multiple employees. It would be much more convenient to manage these preferences centrally while still allowing individual users some flexibility to personalize their own screens. Hopefully, there is a way to hide irrelevant widgets or create role-specific homepage layouts without needing to log in to every account separately. I'd appreciate hearing if anyone has found a workaround or knows whether this kind of administrative control is planned. Even outside business software, tools such as Gamepad Tester Free show how useful dedicated testing interfaces can be when users need to check specific functions without navigating unrelated settings. Check more here https://gamepadtesterfree.com/

I want to be able to customise the default view of the home page for different staff levels.
EG I want staff to have access to ALL Sales & Purchases (not just their own), but I do not want them having the all Invoices Due and all Bills Owed info on the homepage.

The Business Overview dashboard contains sensitive company performance data and should only be visible to certain roles.

It would be helpful if administrators could control which users can access the Business Overview and specific reports. For example, a Customer Service Manager may need access to invoice reports to follow up with customers, but should not have visibility of overall business performance metrics.

More granular report and dashboard permissions would allow businesses to protect sensitive financial information while giving staff access only to the data they need.

Can it be possible to close boxes that have no relevance to the Dashboard user.
Eg. Office staff not needing to know Nett Profit or Loss - not their business.

New Homepage has allowed for sensitive information to be displayed for Staff they previously did not see, ie Profit and Loss. Client has no way to control this unless ask Staff member to switch to old or Customise. That can cause questions and issues.

Solution:
1. Give Subscriber and/or Advisor the right to control what Standard Users see on Homepage or switch to old, and
2. Create a new Permission called say, Invoice & Coding, gives Staff access to Invoicing and able to code Bank Statements and Invoicing and Bank Reconciliation Reports.

This is a really important one... once you consider all the datafiles and that each user has their own view... that would be thousands of hours spent customising the dashboard.

Being able to set up a default layout for all users would allow everyone to have a consistant experience when logging into a datafile... there's nothing more frustrating than trying to support a user and what they're seeing on their screen is completly different to what you're seeing.

I understand that every user can set their own settings in each file. If you assume that most users only access one or two different Xero files, having a default option is not necessary however I access scores of Xero files regularly and need to adjust the Homepage for each to get rid of the fodder and advertising so I can do my job efficiently. If we could "set as default" for a user, then edit that only for specific files, this process would be a lot faster. Possibly this could be an option in Xero HQ? Or integrated with another suggestion that wanted levels of complexity such as Basic/Intermediate/Advanced/Custom.

The home page now shows all the bank accounts and profits of the business to everyone that must not see that type of confidential info. Almost all the employees had to be loaded as advisors so that they can be able to print the necessary reports because Xero does not have th ability to allow / disallow users certain functions = like example the creditors controller must not be able to see the bank accounts or the profit of the business

When customising the homepage view, it would be helpful to have the option to set that customised layout as the default view for all users.

This would make sure everyone logging into the file sees the same key information and widgets to keep everyone aligned

So much time is wasted clicking. Bring us straight to what we owe, and what we are owed!

It would be great to have a landing page/home page that's not the dashboard and that has no business information at all - menu options could be very useful. The dashboard as landing page shows bank balances to anyone walking past.

Ability to select your own landing page after login.

Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?

I would love to able to choose which page I see when logging in.