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  1. User Role - Restrict access to individual bank accounts

    648 votes

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    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    Jason Bianchi supported this idea  · 
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    Jason Bianchi commented  · 

    I have had a reply from Xero, pretty generic but the more of us that vote and raise it it will get some traction.

    Thanks for getting in touch with your query.

    As you’ve found, right now it’s not possible to stipulate certain users only have access to certain bank accounts within the organisation and giving a user permission to view bank accounts will give them access to all bank accounts in the Xero organisation.

    This is a request that has been raised with us and I've found the thread you've mentioned in our Xero Product Ideas.

    We do receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team. I encourage you to vote and leave feedback on the product idea as comments are read by the appropriate team here at Xero.

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    Jason Bianchi commented  · 

    Really surprised there is not someone from xero responding to this, should be a simple tick box?

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    Jason Bianchi commented  · 

    This would be really important, xero this should be such a common tick box, we have a user that is external that does not need to see our savings account