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  1. User Role - Restrict access to individual bank accounts

    648 votes

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    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Ann L M Chan commented  · 

    Building on Beautiful work is a wrong direction as small businesses need practical tools and limiting bank assess is critical to allocate job to team members. I am so disappointed with no one on the Xero team sees the importance of our voices. Xero needs a new team to understand the need of her clients. We should look at exit plans.

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    Ann L M Chan commented  · 

    Thank you Ian for placing an effort to get everyone involve and hopefully get to someone in Xero who would put this in action! We have to put projects on hold because we simply can't have staff have access to all the bank accounts.

    Vote to help bring this to Xero's attention, thank you everyone!!

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    Ann L M Chan commented  · 

    This tool is critical and may I ask that everyone submit your vote so the Xero team would treat this seriously. 159 voted doesn't justify the important in this. Xero team is not helpful but let's get our vote up to make them understand how important this tool is to their clients. Thank you!

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    Ann L M Chan commented  · 

    This is critical and surprised that Xero ignores it users' request. I would say most of the features Xero added was not practical, nicer report & better design. This is critical. Please act.

    Ann L M Chan supported this idea  ·