Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…
Hi - I think there needs to be an in-between user level between Invoicing and Standard. For personnel in the sales team, in addition to being able to create and issue invoices, they should be able to generate debtors reports (they don't need to be able to see bank accounts and other financial details). The currrent "all or nothing" user roles don't reflect business reality. Pls Xero - come up with a solution
Wei-Loong Chen
supported this idea
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Hi - I think there needs to be an in-between user level between Invoicing and Standard. For personnel in the sales team, in addition to being able to create and issue invoices, they should be able to generate debtors reports (they don't need to be able to see bank accounts and other financial details). The currrent "all or nothing" user roles don't reflect business reality. Pls Xero - come up with a solution