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.
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.
Such a shame that Xero is so flexible and beautiful to use yet Xero does not consider it pertinent or critical that access levels are addressed. This is a serious hindrance; no large business would put up with it, some small to medium sized businesses can't either.
What's the point of having Xero which is meant to make life easier, when because of the blanket way Xero allows users to have access / inability to customise what parts of an organisation's financial information and bank accounts users have access to, it actually causes hours and hours of painful workload being loaded onto some one person because the other individuals should not have access to certain information but we can't make that work in Xero due to current settings.
Appreciate Xero believes focusing on their 'Building on beautiful' work is important but think Xero is missing the point that with the current way security and access settings work it is causing Xero to not be so beautiful for a big load of its customers.
Sadly if this is not addressed urgently, we will be moving ourselves and all other clients away from Xero to another provider which understands the supremacy of security and access settings and the ability for an organisation to determine which of its users get to see/edit which parts of its information.
Heat Pump Doctors & Electrical Specialists
supported this idea
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Hi
Such a shame that Xero is so flexible and beautiful to use yet Xero does not consider it pertinent or critical that access levels are addressed. This is a serious hindrance; no large business would put up with it, some small to medium sized businesses can't either.
What's the point of having Xero which is meant to make life easier, when because of the blanket way Xero allows users to have access / inability to customise what parts of an organisation's financial information and bank accounts users have access to, it actually causes hours and hours of painful workload being loaded onto some one person because the other individuals should not have access to certain information but we can't make that work in Xero due to current settings.
Appreciate Xero believes focusing on their 'Building on beautiful' work is important but think Xero is missing the point that with the current way security and access settings work it is causing Xero to not be so beautiful for a big load of its customers.
Sadly if this is not addressed urgently, we will be moving ourselves and all other clients away from Xero to another provider which understands the supremacy of security and access settings and the ability for an organisation to determine which of its users get to see/edit which parts of its information.