Settings and activity

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1. User Role - Allow users access to specific reports

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   111 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for the interest in this idea.

   As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

   However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

   Hi everyone, thanks for the interest in this idea.

   As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

   However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31… more

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   Tony Reynolds commented  ·  16 June, 2022  ·  Edit…  ·  delete…

   We need some users to have access to reports, but they don't need bank access - go for it Xero :)

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2. User Role - Restrict access to individual bank accounts

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   212 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   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.  

   We value our customers input and would like to… more

   Tony Reynolds supported this idea  ·  27 June, 2023
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   Tony Reynolds commented  ·  16 June, 2022  ·  Edit…  ·  delete…

   Such a simple thing - please add asap!

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