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  1. User roles - Reports access with no payroll (including accounts)

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    2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.

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    Josh Stedman commented  · 

    Hello. Yes the main thing is there is no ability to drill down to transactions however I wouldn't really want them to have access to the Balance Sheet anyway.

    I'll give you the context which will help. Our operations manager wants access to financial data to help control Operations costs more effectively. So really all they need is to be able to view info of all P&L lines linked with operations and some overheads that the manager is responsible for tracking (access to all overheads except wages and also bank accounts would be fine).
    Since then, we've had a technical manager ask to have access to two budgets he is responsible for so that he can view the costs and view the invoices.
    So what would be ideal is a function to allow me to assign various nominal codes accordingly to each manager e.g. our technical manager is responsible for costs of tools. So I would assign him just the tools nominal code and this would enable him to view all info within this nominal code and the invoices with this nominal code.
    When I was referring to reports, looking at it again, most of the reports wouldn't be useful for them and I wouldn't want them to see them anyway so again, if I could assign them just a particular report they can use, that would be helpful.

    If none of the above is possible, then I think the best would be to allow them all access minus any payroll info, any bank account info and journals.

    Hopefully that helps!

    Josh

    Josh Stedman shared this idea  ·