User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
AdminXero Team
(Admin, Xero)
shared this idea
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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Sharon Bramley
commented
It is important that the accounts clerk cannot see the Financial reports. They currently have access to all business expenses, including the Directors Salaries, and the details of other staff members salaries, by just drilling down into the transactions.
This information MUST be protected and secured from minor staff. There needs to be a set up with password, or a category between Invoice and accountant/manager please. -
AdminXero Team
(Admin, Xero)
commented
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.