Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Permissions - Control user access to Xero Files

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have seen in other areas of Xero we're on a journey to improve our permissions across many areas of Xero.

    For files we appreciate there are differing needs and access levels our customers need and this is a feature we're working on an update to at present. I'll round back to share more soon.

    An error occurred while saving the comment
    Marlene Rugg commented  · 

    Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.

    Marlene Rugg supported this idea  ·