Security & support

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1. Check lists for roles and permission.

   Dear Xero Team,
   I would like to suggest adding more flexibility when assigning user access within the Xero accounting software. Specifically, could we have the option to customise access levels for different users?
   For example, a basic user should only be able to:

   Create sales and invoices
   Raise purchase orders to suppliers
   Update billing information

   However, they should not have access to sensitive areas such as:

   Balance Sheet
   Profit and Loss reports
   Bank reconciliation pages

   It would be helpful if administrators could define roles by selecting which areas a user can access and deselecting those they should not. This would provide greater control and security while tailoring permissions to individual responsibilities.
   Thank you for considering this suggestion.

   Dear Xero Team,
   I would like to suggest adding more flexibility when assigning user access within the Xero accounting software. Specifically, could we have the option to customise access levels for different users?
   For example, a basic user should only be able to:

   Create sales and invoices
   Raise purchase orders to suppliers
   Update billing information

   However, they should not have access to sensitive areas such as:

   Balance Sheet
   Profit and Loss reports
   Bank reconciliation pages

   It would be helpful if administrators could define roles by selecting which areas a user can access and deselecting those they should not. This would… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂