Settings and activity
16 results found
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36 votes
Neil Bouwer
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50 votesNeil Bouwer
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235 votesNeil Bouwer
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196 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Neil Bouwer
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212 votesNeil Bouwer
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238 votesNeil Bouwer
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295 votes
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…Neil Bouwer
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303 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Neil Bouwer
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301 votesNeil Bouwer
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17 votesNeil Bouwer
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19 votes
Hi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
Neil Bouwer
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47 votesNeil Bouwer
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An error occurred while saving the comment -
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.
Neil Bouwer
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245 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…
Neil Bouwer
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78 votesNeil Bouwer
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69 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
Neil Bouwer
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The very basic user limitation limits the ability to implement appropriate internal controls.
It would be great to be able to set users with specific access, read, write, draft, approve, edit permissions for specific tasks in Xero.
Read, Draft, Write, Edit, Approve Invoices
Edit, approve Invoice payments
Read, Draft, Write, Edit, Approve Quotes
Read, Draft, Write, Edit, Approve Purchase orders
Read, Draft, Write, Edit, Approve Bills
Edit, approve Invoice bill payments
Read, Draft, Write, Edit, Approve Manual Journals
Read Specific reports
View, Edit, approve Bank transactions/Posting
This should be implemented in the same way Practice manager and WFM handles user access.