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  1. User Role - Allow users access to specific reports

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

    Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

    We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

    We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

    Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

    We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…

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    Bec Bohling commented  · 

    In my clients situation, a boutique builder, we use tracking for the different builds.
    We tried projects but it's not suitable and is handled by a specific building industry program.
    Our Estimator team needs to be able to access the tracking reports for current and completed projects, however in order to do this we have to give them access to what we call management reports, you know, they show the entire performance and values of the business, all the sensitive information, or the ones where it's not appropriate for employees, let alone estimators to have access to.
    I am struggling to understand how XERO thinks this is appropriate, for staff to have access to every report there is on the business's performance just to be able to run a simple tracking report.

    XERO prides itself on easy to use, "beautiful accounting software" which of late, I would go as far as saying that it's false advertising.

    Interestingly this suggestion was first submitted in 2015, 7 years later and nearing the end of 2022 and its still sitting here as a suggestion.

    How good would it be to see XERO putting the funds in the advertising budget towards making a more functional software package.

    All we would need in the user permission sections is a tick box next to the type or which reports a user can access.
    I don't know much about programming, but creating this isn't like it's creating a new program or something with the same difficulty!

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    Bec Bohling commented  · 

    First submitted in 2015, 7 years later it still not available.
    Wow!

    Bec Bohling supported this idea  ·