Settings and activity
2 results found
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609 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Gemma Gilmour
supported this idea
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456 votes
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…
An error occurred while saving the comment An error occurred while saving the comment Gemma Gilmour
commented
Perhaps we should create a petition for this and send it directly to Xero because its such a fundamental part of any IT system, especially when handling sensitive business data. Surely they must understand that it will retain customers and attract more if they get this permissions issue sorted! Changing the user interface to make it look nicer isn't going to cut it!!
An error occurred while saving the comment Gemma Gilmour
commented
OMG just seen this was originally posted in 2014!
Gemma Gilmour
supported this idea
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An error occurred while saving the comment Gemma Gilmour
commented
I contacted support to see if this was something they could help me with because I want to lock down some features for security reasons but they referred me to this thread!! 4 pages of people complaining about the same thing! Not good!
This is a high security issue and needs developing asap to create user roles similar to bank authorisations!
This is great news. I think even just a tick box option in the first instance to hide/unhide bank accounts from a specific user regardless of their other permissions (including reconcile, account transactions, & Statement lines) would be a massive step forward. Perhaps further research could be undertaken to drill down further once you implement the main issue.