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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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    Ryan Weissmueller commented  · 

    I completely agree with the comments below. There has to be functionality to allow more customization of roles. Access to reports and accounts should be able to be limited by role. Mid level personnel should be able to pull customer and supplier reporting information, but not a full P&L. Additionally, our payroll integration creates bills in Xero, so in order to have someone that can reconcile bank accounts, they also have access to bills, so I cannot keep payroll information confidential. That is a major issue. There must be greater separation of duties and data integrity barriers within the system.

    Ryan Weissmueller supported this idea  ·