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73 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Lorraine Adams
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138 votesLorraine Adams
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302 votesLorraine Adams
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27 votes
An error occurred while saving the comment Lorraine Adams
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202 votes
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…
An error occurred while saving the comment Lorraine Adams
commented
You'd like to think so, but seemingly not.
We just get to air our needs and views with each other in some kind of cathartic therapy session.
An error occurred while saving the comment Lorraine Adams
commented
Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).
An error occurred while saving the comment Lorraine Adams
commented
Xero said years ago in the original forum, that this would not change 'in the forseable future', that it was a massive thing to do, as below...
....I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access....
An error occurred while saving the comment Lorraine Adams
commented
"Purpose: Because in some organisation, only some people can only see the information for some reports."
Who wrote the above exactly?....My version, and more to the point would be .......
Purpose: Most accounting (& personal) information is confidential, and shouldn't be seen by all staff, at all levels, irrespective of their job rolls. Data protection even says data should only be available on a 'need to see' basis.
It's unfathomable that this access to 'all reports or no reports' concept made it off the cutting room floor in the first place. But I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access.
Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).
Our staff could then get on with their jobs, whilst managers & business owners get on with theirs, and the company would remain compliant with data protection laws.......Isn't it obvious?..
Xero has increased subscriptions considerably twice in the last two years, but with no genuinely useful improvements to the basic accounting functionality. But a lot more add-ons via partners that do all the legwork and all too often oversell lacking products in order to fund building something that might one day in the future actually deliver, if they make it in the overcrowded market place at all.
Ah yes - the effort of improving report access wouldn't directly generate any further income would it? But...I think Xero would get more clients. I am compelled to warn clients about this short falling in the software and at least half of them choose other software, with only 'one man band' type clients proceeding as they don't have other people accessing the software anyway. They eventually move away from it when they start employing staff / admin support etc. Shooting yourself in the foot Xero..
I will jump for joy if Xero resolves this issue properly. But I'm not holding my breath....
An error occurred while saving the comment Lorraine Adams
commented
Strangely, only management, directors, accountants etc should have access to payroll figures, personal staff & client info, sensitive transactions, directors loan account's, profit figs etc, but as access to an aged creditors report means access to ALL reports - there's no privacy afforded to anyone in this business. All staff see everything or have to be frozen out of the reporting module & ask management, who have nothing else to do anyway (?!) for simple sales & purchase reports etc.
UNBELIEVABLE that that Xero was ever set up like this.
Do staff at Xero see the payroll figures & the director's remuneration, company profits etc on a day to day basis I wonder?...
Lorraine Adams
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36 votesLorraine Adams
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138 votesLorraine Adams
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249 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Lorraine Adams
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Reports have crazy white space and other squashed columns. Pointless & client is wondering why they ever started on Xero, with this added to other issues with the software.
Another time consuming workaround is using Excel of curse, but hey, at least the reports are beautiful!