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175 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…
Jillian Shedden
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40 votesJillian Shedden
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77 votesJillian Shedden
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331 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…
Jillian Shedden
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294 votes
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…Jillian Shedden
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185 votesJillian Shedden
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17 votesJillian Shedden
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110 votes
An error occurred while saving the comment An error occurred while saving the comment Jillian Shedden
commented
There needs to be more levels of access available in Payroll. By making someone a 'Payroll Admin' (currently the only option to access payroll), they have access to everything. My preference would be to have different levels of access / permissions. In particular setting the access to the payroll calendars. We have 3 calendars setup = Monthly, Weekly, and Part Time Weekly. For example, I need some users to be able to administer the Part time payroll only. Currently this open access to all areas of payroll creates a big problem with confidentiality.
Jillian Shedden
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73 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment Jillian Shedden
commented
This request keeps coming up in different guises, see 'User Permissions - Access to reconcile without viewing balances' & many, many threads in the Payroll section.
Kelly or any Xero Admins, are you going to give us any indication if user permissions are going to have any more options? This is now limiting my business as there are tasks I should have my team doing, such as weekly payroll without seeing monthly payroll, but there is no option at all for payroll, it's either Yes or No to payroll.
Some feedback would be appreciated as to whether this is going to be looked at by Xero. Payroll in particular. -
243 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Jillian Shedden
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13 votesJillian Shedden
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155 votesJillian Shedden
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109 votesJillian Shedden
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36 votesJillian Shedden
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An error occurred while saving the comment Jillian Shedden
commented
Agree with above, I have users who need to be able to raise purchase orders but I do not want them to see all purchase invoices or view the unpaid bills balance.
Similar to the Business and Accounting setup, we need the ability to select sections of the payroll for the different user types.
The current settings available in Business & Accounting are:
Invoice Only / Standard / Advisor / Read Only
In payroll we have only one option. For confidentiality reasons, this is not practical at all. My suggestions for user roles would be:
Timesheets Only - user can process payroll with restricted views: change hours, add overtime, make deductions and add holiday requests - all of these would need to be approved by another user.
Standard - user can process payroll, can make changes to limited sections of the employee details. Cannot make changes to rates of pay, payroll settings.
Advisor - full access, as is standard now.
Read Only -
I see on another post recently that Xero don't have any plans for user roles, I would ask Xero to reconsider this for payroll. Please!