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13 results found
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436 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment An error occurred while saving the comment 
Joanne Boardman
commented
Good idea, I have raised a support ticket.
An error occurred while saving the comment Joanne Boardman
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Some feedback from Xero on whether this will be implemented would be good.
I would have assumed this was essential for any decent accounts package.Joanne Boardman
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An error occurred while saving the comment Joanne Boardman
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We have defined staff roles in the accounts dept - only certain staff have access to the bank but on Xero they have to be standard users to be able to see reports ie sales ledger, purchase ledger. These reports should be linked to the invoice access and purchase invoice only access as a tickable option.
Access to bank needs to be a tickable option on standard user or create a new user function that has all other accesses except bank.
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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…
An error occurred while saving the comment Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.Joanne Boardman
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360 votes
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…An error occurred while saving the comment Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.Joanne Boardman
supported this idea
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316 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…Joanne Boardman
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250 votesJoanne Boardman
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30 votesJoanne Boardman
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281 votesJoanne Boardman
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74 votes
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.
An error occurred while saving the comment Joanne Boardman
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There should be a “standard role” that doesn’t include bank account access but has the other functions.
Joanne Boardman
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22 votesJoanne Boardman
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144 votesJoanne Boardman
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7 votesJoanne Boardman
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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.
Joanne Boardman
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85 votesJoanne Boardman
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This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.