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5 results found

  1. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    69 votes

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    submitted  ·  15 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jenny Sin commented  · 

    Support with this ideas. Pls make it more flexible.

    Jenny Sin supported this idea  · 

  2. User Role - Restrict access to specific Tracking categories

    40 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jenny Sin commented  · 

    Yes. Lots of company confidential info should disclose certain portion to specific users, hope this can be further improved. thanks.

    Jenny Sin supported this idea  · 

  3. User Role - Allow users access to specific reports

    196 votes

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    101 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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    Jenny Sin commented  · 

    Yes, certain project should assign to certain users, not all users can access. Hope this can be improved.

    Jenny Sin supported this idea  · 

  4. User Access: Lock Dates - Specify User Access

    49 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jenny Sin supported this idea  · 

  5. User Role - Invoice Only + View Reports

    129 votes

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    submitted  ·  58 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jenny Sin commented  · 

    Yes, our company confidential report all not secure in "standard" users but very limited in "limited" users.

    Jenny Sin supported this idea  ·