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4 results found
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224 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
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Ellis Luijten
commented
Thanks Sharon and Maria, you do wonder what program Xero uses for their business then?
An error occurred while saving the comment Ellis Luijten
commented
Good point Stephen, how? And when? Very frustrating as we don’t know if Xero are planning to address this or not.
An error occurred while saving the comment Ellis Luijten
commented
You can do it!
An error occurred while saving the comment Ellis Luijten
commented
Hi Bec, like Terry says they have left the building!! Not even a response to it
An error occurred while saving the comment Ellis Luijten
commented
How many votes do we need to get this addressed? As Terry said, it looks like they have left the building!
An error occurred while saving the comment Ellis Luijten
commented
Very frustrating that there is no reply from Xero on any of this? Is this worked on?
How high on the to-do list?Ellis Luijten
supported this idea
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An error occurred while saving the comment Ellis Luijten
commented
Would be great to have this available within Xero so we can grant access to certain reports which fit with the role of the staff member.
An error occurred while saving the comment Ellis Luijten
commented
Can I ask how high on the to-do list this is? Is this worked on already or years away?
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3 votesEllis Luijten
supported this idea
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430 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Ellis Luijten
supported this idea
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284 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…
Ellis Luijten
supported this idea
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Hi Stephen, not in the pipeline as you say. Made a comment on this years ago as well. Head in the sand. Time to move with our feet I believe.