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.
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.
I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts.
I want the user to see spend money and received money via the the contract card but I want to stop them see the bank statement or ledger balances etc.
I want a user to be able to upload the receipts and invoices against the transaction but I don't want them to be able to see the wages paid, directors remunerations/ Directors drawings or dividends paid
I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts.
I want the user to see spend money and received money via the the contract card but I want to stop them see the bank statement or ledger balances etc.
I want a user to be able to upload the receipts and invoices against the transaction but I don't want them to be able to see the wages paid, directors remunerations/ Directors drawings or dividends paid