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  1. User Role - Allow users access to specific reports

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    145 comments  ·  For small businesses » Settings & user roles  ·  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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    Sue Roberts commented  · 

    The gap between IO and standard roles is too wide. There needs to be ability to allow access to certain reports without access to all or bank.

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    Sue Roberts commented  · 

    Add a permissions level between IO and Standard - the gap is far too wide. Its all or nothing.
    I need my admin to be able to run certain reports but not see them all, so I need to be able to select the report.
    However I don't want them to have access to bank statements.
    Currently its all or thing so they nothing which doesn't help me.

    Sue Roberts supported this idea  ·