Settings and activity
3 results found
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333 votes
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…
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Deryn Peters
supported this idea
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An error occurred while saving the comment Deryn Peters
commented
This should be priority on any accounting system.
An error occurred while saving the comment Deryn Peters
commented
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
An error occurred while saving the comment Deryn Peters
commented
Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.
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139 votesDeryn Peters
supported this idea
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25 votesDeryn Peters
shared this idea
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More detailed access rights on individual profiles is needed as not everyone in an organisation needs full access and should not have access to confidential information. Bank accounts is just one area, Payroll is another.