Settings and activity
4 results found
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49 votes
Dave Hickey
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125 votesDave Hickey
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318 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…Dave Hickey
supported this idea
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432 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Dave Hickey
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Dave Hickey
commented
The grouping of user settings/options on Xero seems illogical, Admin staff need access to sales invoicing and stock modules in full, so you would imagine IO+approve and pay would suffice, however it doesn't allow stock/products access properly. To do this, the user needs to be a standard user, and can then see all bank transactions and balances, which just seems bonkers? Why are stock functionality and bank access linked?
My client is looking at changing software at this point as they cannot comprehend how such a 'glitch' can happen. Clearly an issue with software developers not understanding needs and focusing on more '****' add ons!