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  1. User Role - Allow users access to specific reports

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    145 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Marvic O'Dwyer commented  · 

    Agree with this fully. I need Accounts Payable to have complete access to anything supplier related (reports, payments etc). They pass payments against suppliers but then they cannot see supplier reports, it does not make sense. Standard user access then gives too much access - as it then gives access to all areas. I do not wish to give access to NL, BS, P&L to these users - only to reports that have to do with suppliers as they need them in their role. There needs to be more flexibility in providing access rights. Can this issue be addressed please?