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

    303 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

    145 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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

    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  ·