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4 results found
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202 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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409 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Carly Hutchings supported this idea · -
239 votesCarly Hutchings supported this idea ·
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80 votesCarly Hutchings supported this idea ·
This is really needed and seems to have been around for quite as while with no response from Xero.
Crazy that you can't allow access to some reports but not all. It looks like from the other comments that we are not the only company that needs sales users to be able to access reports relevant to them but not the full company financial reports, budgets etc.