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  1. User Role - Restrict access to individual bank accounts

    648 votes

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    We’ll send you updates on this idea

    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    James Conway commented  · 

    Please can Xero action this idea. We need it now and we are clearly not alone with this requirement.

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    James Conway commented  · 

    Please can you add this functionality. We are a small business so the reality is that sharing data that should be confidential is a big problem given we sit together. But I would assume this would be an issue in any organisation - and the bank information is often the most confidential data of all. Thanks