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  1. User Role - Allow users access to specific reports

    224 votes

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    112 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    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…

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    Clifford Vaux commented  · 

    A client of mine, a large earth-moving equipment business would like certain employees to have access to some reporting but not be able to view the bank. Currently, Xero is setup to combine the bank with all reporting. This means that some employees who need reports such as Aged payables, can also see the sensitive information in the bank. Not a good thing at all for this client. Would be great to have more combinations of user permissions.

    Clifford Vaux supported this idea  · 

  2. User Role - Invoice Only + View Reports

    144 votes

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    submitted  ·  64 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Clifford Vaux commented  · 

    I have another client that really needs this function on Xero. Second time I am posting. Thank you

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    Clifford Vaux commented  · 

    My client needs this feature so that sales staff can access the inventory reports to know what stock is on hand at any given time. But this same staff should not be able to see the bank accounts. At the moment the only way to get access to reporting on Xero give access the bank by default.

    Clifford Vaux supported this idea  ·