Settings and activity
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242 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…
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Brent Reed
supported this idea
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83 votes
An error occurred while saving the comment Brent Reed
commented
Although our home currency is BWP we are a dollar based business and can't add items in USD so have to manually enter each line of the invoice
Brent Reed
supported this idea
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There needs to be a lot more flexibility in user permissions, particularly for the Standard User role - restricting access to bank balances, chart of accounts, reporting etc should be a minimum standard for setting user permissions. The current options are way too broad with very little room for customising user roles.