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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…
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Stephen Flower
commented
Is the idea of this Forum that we get some feedback from Xero on this?
An error occurred while saving the comment Stephen Flower
commented
Ellis - How?
An error occurred while saving the comment Stephen Flower
commented
We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.
I find it quite unbelievable that it’s all or nothing in terms of user rights. Very few businesses owners would want employees to have access to all bank feeds, profit and loss etc etc. but equally do not want to be running day to day sales reports and outstanding balance reports. I see this was first reported in 2015. How likely is this problem to be resolved as we have just moved from sage and we’re shocked to find this basic setting could not be implemented.
An error occurred while saving the comment Stephen Flower
commented
We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.
Stephen Flower
supported this idea
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Will Xero ever make comment on this thread - or give users some idea if this is on the future development programme. If its not an imminent fix then its best to know now. It would also be interesting to hear the reason this cannot be easily implemented. On the phone I was unofficially told it was because Xero was created for the small business owner 'one man band' type business. This is not good enough as this is not how the software is being sold or promoted, yet this appears to be the only valid reason or excuse for such a major issue for all non solo business owners who use Xero. This was first reported in 2015 - 8 years ago!