User - Customizable Viewer permissions by feature and tracking category
Viewer permissions - Ability to customize Viewer permission for users. Eg If I want to provide viewing access to only Bills but not for Bank accounts. Also, ability to provide access to users based on Reporting tracking category, this is very useful for not-for-profit organization, where many staff are volunteer and we would like to assign user based on reporting category.
Reshma Bhojani
shared this idea
Thanks for raising this, Reshma. We understand the request for more flexible View Only permissions, so access could be limited to specific areas.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What would you want to be able to include or exclude when setting up Viewer access?
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Gillian Kirkman
commented
Providing support on this. I have client users who want to be able to run reports, eg inventory and profit and loss, which automatically livens up everything including the ability to post manual journals.
There is no link between knowledge needed to run a report for management, and the ability to post a journal - most of these users have no idea what a journal is.
In the new user set up, all the different reports are listed individually with ticks next them but you can't choose which to tick. You have to tick the gloabl one which turns on the bulk of the reports and journals.
It makes no sense - journals should really be reserved for Xero Partner logins