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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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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