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1. User Role - Restrict access to specific Settings

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   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
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   ACME Batteries commented  ·  26 April, 2023  ·  Edit…  ·  delete…

   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  ·  14 December, 2022  ·  Edit…  ·  delete…

   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.

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   ACME Batteries supported this idea  ·  14 December, 2022