Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User Role - Allow users access to specific reports

    224 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

    112 comments  ·  For small businesses » Settings & user roles  ·  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
    submitted  ·  AdminHannah G (Admin, Xero) responded

    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…

    An error occurred while saving the comment
    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!

    An error occurred while saving the comment
    Bec Bohling commented  · 

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

    Bec Bohling supported this idea  ·