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Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment An error occurred while saving the comment Brandy Wilde commentedIt's nice to see I am not alone in needing this feature for our business. Every update or improvement they do is great... BUT I become so frustrated that they aren't making actual important improvements such as this one. This should be top priority. I have been with Xero since 2019 and have been trying to be heard.
An error occurred while saving the comment Brandy Wilde commentedI find this the biggest struggle I have with Xero. I would like to be able to restrict my staff from seeing our banking information, but still give them access to some reports. It makes it really difficult to keep them busy enough and so much falls on my shoulders.
Brandy Wilde supported this idea · -
1 voteBrandy Wilde shared this idea ·
Thank you Kelly, do you have any kind of timeline? I am in the process of switching to quickbooks because they already have the users so that you can customize their rolls. I have been with Xero for 4 years, and finally decided I can't keep waiting. I will fill out the survey and hopefully help with the process. I would really appreciate someone reach out to me. Maybe I don't have to switch, that would be awesome! I would need to know in the next couple days!