Settings and activity
3 results found
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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Cheryl Ward
commented
This is so restricting in terms of employees/roles/departments. We are about to hire and want to give our new employee access to only one bank account however this is not an option! We would also want them to be able to run reports for aged payables & aged receivables but again it's either opening them up to all or literally nothing!!! Frustrating!!!
An error occurred while saving the comment Cheryl Ward
commented
I need an employee to be able to raise/approve sales AND purchase invoices, run the report off by themselves to show what's been raised each day/in the month but not have any access/visibility to bank accounts or bank reports. Today I have been told by support this has not come up and to vote for this idea. There needs to be the ability to choose in each section of the user set up what is require for us as a business.
Cheryl Ward
supported this idea
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44 votesCheryl Ward
supported this idea
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317 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Cheryl Ward
supported this idea
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When are xero going to listen to their customers and action such change! How many comments or ideas need to be logged before they take notice, it's really critical for businesses to be able to have more choice of user controls/visibility.