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 and sharing further feedback through direct surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.
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…
100% back the comments below. There needs to be some kind of way of setting restrictions that is in between 'invoicing' and standard. As we have staff who process purchase invoices for us, and it would be helpful for them to be able to access the aged payables so that they can reconcile purchase information they have inputted to Xero, with supplier statements, and be able to get a drill down if there is a difference between the two so that they can check what's missing or if they have made an error. I am being told the only option is to give standard access. This then gives access to sensitive informaiton like bank accounts etc. Which is really not good enough. So the only way for me to tackle this is to keep the person restricted at purchase invoices only, and I am having to print off the aged payables totals, then print the drilldowns of the informaiton of each supplier that doesnt match our supplier statements. This is causing me time, whereas the person doing this job, should be able to do all of this herself. (Without having access to other areas that are outwith her brief)
100% back the comments below. There needs to be some kind of way of setting restrictions that is in between 'invoicing' and standard. As we have staff who process purchase invoices for us, and it would be helpful for them to be able to access the aged payables so that they can reconcile purchase information they have inputted to Xero, with supplier statements, and be able to get a drill down if there is a difference between the two so that they can check what's missing or if they have made an error. I am being told the only option is to give standard access. This then gives access to sensitive informaiton like bank accounts etc. Which is really not good enough. So the only way for me to tackle this is to keep the person restricted at purchase invoices only, and I am having to print off the aged payables totals, then print the drilldowns of the informaiton of each supplier that doesnt match our supplier statements. This is causing me time, whereas the person doing this job, should be able to do all of this herself. (Without having access to other areas that are outwith her brief)