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1. User Role - Restrict access to specific Settings

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   186 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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… more

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   Rebecca Jones commented  ·  07 September, 2022  ·  Edit…  ·  delete…

   Xero - Please get this sorted ASAP!

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   Rebecca Jones commented  ·  12 July, 2022  ·  Edit…  ·  delete…

   There is also no need for the staff member to be able to access the bank accounts, again, she should not be privy to this information.

   Xero, please sort this as a priority.

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   Rebecca Jones commented  ·  12 July, 2022  ·  Edit…  ·  delete…

   This is crucial and I'm surprised that it's not already possible. We have a staff member who needs to be an Adviser as she does reports etc but then there is no way of stopping her from gaining access to staff wages via contacts which she should not be privy to. It would be good to have an option to be able to restrict/hide access to some contacts.

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