Settings and activity

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1. User Role - Restrict access to individual bank accounts

   436 votes

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   217 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Kirsten Paton supported this idea  ·  17 March, 2023

2. User Permission - Ability to give both Invoice only and payroll access

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   11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the added detail here, Samantha.

   @Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too. 

   Kirsten Paton supported this idea  ·  17 March, 2023
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   Kirsten Paton commented  ·  17 March, 2023  ·  Edit…  ·  delete…

   This really needs to be fixed. As a business owner I want my office staff to be able to data entry invoices but also do the entry of timesheets for me to process at end of each week. They currently have INVOICE only but I want them to have PAYROLL without having to change them to STANDARD. I dont want them having access to my bank accounts etc. An adviser should be able to pick and choose what their staff have access to. This needs to be fixed ASAP as it makes it hard to delegate jobs. I have to keep doing them all !

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