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  1. User Role - Restrict access to specific Settings

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    204 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    ACME Batteries commented  · 

    Come on Xero. This issue has been on going for a long time now and you don't even have the decency to reply to your customers regarding this. So many other changes happening which don't affect the day to day running of our businesses but you can't address the most important issue of all. That of permissions. Please can something be done about this as it is making things really difficult.
    Thanks, Rowena

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    ACME Batteries commented  · 

    We have staff who need access to debtors and creditors reports but do not need to access bank accounts. Giving them standard user role lets them have access to everything. There needs to be a way where they can have standard user role but excluding bank account access. Currently we have them on invoice plus creditor roles but this is hindering their work. We need to have a way to restrict bank permissions. It is very disappointing that Xero has not fixed this issue. If you can restrict access for pay roll, why can you not restrict access to bank accounts. This is sensitive information and I am really perplexed that Xero has not addressed this.

    ACME Batteries supported this idea  ·