Settings and activity
13 results found
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330 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment An error occurred while saving the comment 
Steve Ziara
commented
Bank Account Restrictions are a must have for any business. A user should be able to access one or two accounts without automatically gaining access to all accounts for the business. This is especially true for a business with multiple locations or a parent company with many businesses under its umbrella but it's just as true for a small business that believes in internal controls and processes.
An error occurred while saving the comment Steve Ziara
commented
I don't understand how folks run a business without restricting access to bank accounts. Do you have a plate glass window without curtains on the streetside wall in your master bath too? Leave something to the imagination people!
Steve Ziara
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5 votesSteve Ziara
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5 votesSteve Ziara
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35 votesSteve Ziara
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18 votesSteve Ziara
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37 votes
An error occurred while saving the comment Steve Ziara
commented
Internal Controls are a must have.
Steve Ziara
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73 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment Steve Ziara
commented
Kelly, sorry to say this but your comment is very discouraging. Will you at least add some user access roles in the near future?
Steve Ziara
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136 votesSteve Ziara
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242 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…
An error occurred while saving the comment Steve Ziara
commented
Xero has a lot of potential but this is a big obstacle to having an effective tool that truly adds value to my business. Please focus resources on it asap!
Steve Ziara
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47 votes
An error occurred while saving the comment Steve Ziara
commented
Having User Access Roles is extremely important! Not everyone in an organization should have full access to all financial information.
An error occurred while saving the comment Steve Ziara
commented
Absolutely necessary. Can't move forward without this feature.
Steve Ziara
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60 votes
An error occurred while saving the comment Steve Ziara
commented
I agree with Pam
Steve Ziara
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81 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
An error occurred while saving the comment Steve Ziara
commented
Call each thing by its proper name. Can't say it better than Mindy, Pam, and Michelle.
Steve Ziara
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41 votes
An error occurred while saving the comment Steve Ziara
commented
This is mission critical.
Steve Ziara
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If it's not under consideration I will be reconsidering my relationship with Xero.