Settings and activity
13 results found
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597 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…
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Steve Ziara
commented
I took the time to fill out the survey posted in April. I'm really hoping that there is some action taken on this issue soon. I can't delegate tasks that should be delegated until this update happens. There are a lot of great things about Xero but this is a big opportunity to make a big difference in many businesses.
An error occurred while saving the comment Steve Ziara
commented
If it's not under consideration I will be reconsidering my relationship with Xero.
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
supported this idea
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317 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
I agree with Julia
An error occurred while saving the comment Steve Ziara
commented
Gregory Gallyot's points hit the nail on the head.
An error occurred while saving the comment Steve Ziara
commented
Checking back in on this. Kelly Munro, it's been over 2 years since your last update. Could you kindly provide us with an update on your current status and plans for the future?
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
supported this idea
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5 votesSteve Ziara
supported this idea
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23 votes
Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
Steve Ziara
supported this idea
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48 votesSteve Ziara
supported this idea
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27 votesSteve Ziara
supported this idea
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44 votes
An error occurred while saving the comment Steve Ziara
commented
Internal Controls are a must have.
Steve Ziara
supported this idea
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78 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
supported this idea
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153 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Steve Ziara
supported this idea
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61 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
supported this idea
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80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
An error occurred while saving the comment Steve Ziara
commented
I agree with Pam
Steve Ziara
supported this idea
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88 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
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
supported this idea
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52 votes
An error occurred while saving the comment Steve Ziara
commented
This is mission critical.
Steve Ziara
supported this idea
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It's great to see my inbox flooded with this request today. Maybe it catches someone's attention that we really need this feature.