Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
Hi Ryan and all others
It's not uncommon.
In case you didn't see some of the pre Aug 2022 comments, here's a selection of what you missed - I think (maybe?) that users would like this function ? :) :) :)
...
"It seems absurd that it is coming on 10 years since this was suggested with multiple requests for it every month that STILL nothing has been done.
…
This is basically a deal breaker for me using your product. This is pretty simply accounting - having all staff being able to see the amounts coming our of an account for wages, bonuses etc it not ok.
…
I'm surprised this is not a standard option.
…
critical for security
Please!
This is very important for larger businesses with defined staff roles.
…
Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
…
This is MUST function.... Please work on it as matter of urgency.
Such a simple thing - please add asap!
…
Very important for firm restrictions and business operations
…
Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.
I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.
…
Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature
…
We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
…
These are sensitive business contents about my cashflow and should be the business’ right to restrict access.
…
This will let us delegate the reconcilation task effectively
…
I don't want staff having access to all the bank accounts, especially the main one.
Your urgent attention with this matter would be appreciated.
…
Critical feature!
…
this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details
…
I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts."
Paul Millard
supported this idea
·
Hi Ryan and all others
It's not uncommon.
In case you didn't see some of the pre Aug 2022 comments, here's a selection of what you missed - I think (maybe?) that users would like this function ? :) :) :)
...
"It seems absurd that it is coming on 10 years since this was suggested with multiple requests for it every month that STILL nothing has been done.
…
This is basically a deal breaker for me using your product. This is pretty simply accounting - having all staff being able to see the amounts coming our of an account for wages, bonuses etc it not ok.
…
I'm surprised this is not a standard option.
…
critical for security
Please!
This is very important for larger businesses with defined staff roles.
…
Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
…
This is MUST function.... Please work on it as matter of urgency.
Such a simple thing - please add asap!
…
Very important for firm restrictions and business operations
…
Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.
I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.
…
Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature
…
We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
…
These are sensitive business contents about my cashflow and should be the business’ right to restrict access.
…
This will let us delegate the reconcilation task effectively
…
I don't want staff having access to all the bank accounts, especially the main one.
Your urgent attention with this matter would be appreciated.
…
Critical feature!
…
this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details
…
I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts."