Settings and activity

3 results found

1. Login - Enable Microsoft Entra ID Single Sign On

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   287 comments  ·  Users & setup » Login  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on Single Sign-On(SSO). We last updated this idea in October 2025, and we’re sorry it’s taken some time for us to provide another. We will do our best to keep you more informed of progress as it continues.

   Where SSO is today

   We’ve built an SSO capability for accountant and bookkeeper partner practices using OpenID Connect (OIDC). We ran a closed beta with a small group of partners, which is now complete, and those partners are connected. We’re still confirming how and when other accounting and bookkeeping partners can access it. SSO isn’t currently available to businesses or IT providers. We’ll share access details in a future update once they’re confirmed.

   What we’re looking at next

   We’re exploring what it would take to offer SSO to small businesses. Business needs differ from accountant and bookkeeper partners’, so we’re looking at:

   • how a business and its users are set up in Xero
   • which businesses would qualify
   • how we’d check a company owns its email domain
   • how onboarding and support would work

   Help us understand your needs

   If you run or work in a small business, an accounting or bookkeeping practice, or are an IT provider, please take our short survey. It will give us a sense of how you sign in today, which identity provider you use (if any) and what you need from SSO. It takes about 5 minutes and closes Friday 11 December 2026.

   We don’t have a timeline to share yet. We’ll share an update on the survey findings in the new year (2027).

   Thanks for your feedback on Single Sign-On(SSO). We last updated this idea in October 2025, and we’re sorry it’s taken some time for us to provide another. We will do our best to keep you more informed of progress as it continues.

   Where SSO is today

   We’ve built an SSO capability for accountant and bookkeeper partner practices using OpenID Connect (OIDC). We ran a closed beta with a small group of partners, which is now complete, and those partners are connected. We’re still confirming how and when other accounting and bookkeeping partners can access it. SSO isn’t currently available to businesses or IT providers. We’ll share access details in a future update once they’re confirmed.

   What we’re looking at next

   We’re exploring what it would take to offer SSO to small businesses. Business needs differ from accountant and bookkeeper partners’, so we’re looking at:

   • how a business and its users… more
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   Jimmy Tang commented  ·  16 June, 2025  ·  Edit…  ·  delete…

   PLEASE ALLOW THIS !!!! we have staff members logging into our system from home and cannot prevent it.

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   Jimmy Tang supported this idea  ·  16 June, 2025

2. User Role - Restrict access to specific Settings

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   505 votes

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   246 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Jimmy Tang supported this idea  ·  26 December, 2023

3. User Role - Allow users access to specific reports

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   349 votes

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   162 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   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 😊)

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   Jimmy Tang commented  ·  26 December, 2023  ·  Edit…  ·  delete…

   can we get this relooked at?

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   Jimmy Tang supported this idea  ·  26 December, 2023