Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. User Role - Allow users access to specific reports

    301 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    145 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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 😊)

    Michael Sitch supported this idea  · 

  2. Projects - Add people/staff without giving access

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Michael Sitch commented  · 

    I am looking at purchasing Projects for my company. However, I use around 40 contractors in my projects and obviously want to be able to allocate their time to my Projects. I do not want them to be Xero users. Currently I cannot do this unless I add them as employees (requiring Xero Licences for all of them and presumably a Payroll licence). Can you make these contractors available for me to add to my Projects (Maybe a flag on their Contact details?). As it stands I don't think I can use Xero Projects because of this.

    Michael Sitch supported this idea  ·