Settings and activity

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1. User Role - Allow users access to specific reports

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   145 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

   Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

   • Part 1: answer questions about the current report grouping
   • Part 2: explores a new grouping and role-based report access

   👉 If you're interested, please go through the link here.

   Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

   (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

   Wei-Loong Chen supported this idea  ·  03 November, 2025

2. User Role - Restrict access to specific Settings

   455 votes

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   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   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… more
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   Wei-Loong Chen commented  ·  16 January, 2023  ·  Edit…  ·  delete…

   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

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   Wei-Loong Chen supported this idea  ·  16 January, 2023