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  1. 288 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Eileen Cotton commented  · 

    I agree with everyone's comments, this is great! It's would be important to block access to certain reports. Such as allowing access to the accounts payable and receivable reports, issuing payments, and reports pertaining to those areas but blocking access to the financial reports such as Profit & Loss, Balance Sheet. Trial balance, etc. Also not allowing the user to have to certain financial data on the "Dashboard".

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    Eileen Cotton commented  · 

    Wonderful news!

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    Eileen Cotton commented  · 

    Xero - this is wonderful news!

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    Eileen Cotton commented  · 

    Xero needs to work on fixing these issues. I have clients that want to give their employees the ability to enter supplier bills and issue the payment and print the checks. However a USERS cannot print a check unless they have access to all the reports, including all the financial reports, Profit and Loss, Balance sheet, etc. My clients have had to give USERS access to ALL the companies financial data and ask the USER not to look at the financials, very unprofessional and problematic. This is especially frustrating because we were told by Xero the parameters were built in and we would not have this issue. Xero has great software and it's unfortunate but my clients are looking into moving to Quickbooks.

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    Eileen Cotton commented  · 

    We are struggling with this issue as well. Managers have to do the work themselves because we don't want juniors having access to all financial data. Xero please look at this.

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    Eileen Cotton commented  · 

    This is a critical requirement and should be given priority by Xero.

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    Eileen Cotton commented  · 

    Yes, please make this change! It would be perfect!
    Xero should allow a user the ability to work in accounts payable and account receivable, including access to actually pay bills by cheque or batch payment (which you cannot current do) and access reports only for these two areas.
    Currently, if you want a user to issue cheques, you must grant them full access to all the company's financial data.

    Eileen Cotton supported this idea  · 
  2. 188 votes

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    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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    Eileen Cotton commented  · 

    Xero please relook at this. I agree with Leneze Toerien's comment "This forces a manager/owner to do all of the work which is not very effective". This is what we are struggling with.

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    Eileen Cotton commented  · 

    I love your software except for this major issue!!
    As Xero continues to promote the software to small businesses, Xero should consider that businesses require employees to work using the Xero software but do not want to share all the confidential financial data with the employees. Would you want to allow an accounts payable clerk or an accounts receivable clerk access to your profit and loss statement. The answer should be no. Xero should make this a priority and not leave it on the back burner.

    Eileen Cotton supported this idea  · 
  3. 73 votes

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    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

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    Eileen Cotton commented  · 

    This is CRITICAL and I'm not sure why Xero doesn't want to acknowledge that parameters need to exist. Not every that works in Xero should be privvy to all the financial data.

    Eileen Cotton supported this idea  · 
  4. 162 votes

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    Eileen Cotton commented  · 

    This is extremely important. Business owners need to feel confident that Users can access specifics areas without accessing all of the companies financial data. Xero please make this a priority.

    Eileen Cotton supported this idea  · 
  5. 36 votes

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    Eileen Cotton supported this idea  · 
  6. 1 vote

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    Eileen Cotton shared this idea  ·