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1. 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

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   Neisa Reid commented  ·  17 January, 2023  ·  Edit…  ·  delete…

   I don't understand the "submitted Mar2022" when you can see it has been a topic of discussion with Xero from Nov2013!!

   Come on guys its now coming to 10 years!!

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   Neisa Reid supported this idea  ·  17 January, 2023
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   Neisa Reid commented  ·  13 January, 2023  ·  Edit…  ·  delete…

   I already have 1 client that has made his intention to move as they are growing and want to pass on tasks to other staff members but cannot do so as they do not want them having access to the bank. They have asked about this feature from they became xero users 5 years ago and is now fed up of waiting.

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   Neisa Reid commented  ·  10 August, 2022  ·  Edit…  ·  delete…

   Have the ability to stop staff from seeing the banking dashboard as a stand alone option. Some staff need high access to be able to do certain tasks but they dont necessarily need to see the banking dashboard or the managers dont wish them to see this information on how much is actually in the bank.

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