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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    422 votes

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    224 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Penny Kirmes commented  · 

    Unfortunately, this is the same "canned" answer that has been given for years. I am unsure that the responders understand fully why this is such an enormous issue. Would you want just anyone at your place of employment to have access to your bank account?
    Also, if you search "user rolls", there are a total of 254 separate/individual headings with similar concerns besides this particular listing.

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    Penny Kirmes commented  · 

    ^^^Above, where it indicates "Xero Team shared this idea", please note that this transpired back in March, 2015. Not sure that this request has met the criteria for progress/change

    Penny Kirmes supported this idea  · 
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    Penny Kirmes commented  · 

    How do we escalate this issue to get some attention?

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    Penny Kirmes commented  · 

    Are these boards even monitored by XERO? I have not seen a response from Xero regarding this issue.

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    Penny Kirmes commented  · 

    Would love to see a response from XERO on this matter.

  2. User Permissions - Access to reconcile without viewing balances

    281 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Penny Kirmes supported this idea  ·