Settings and activity
6 results found
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66 votes
Zen Kuik
supported this idea
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27 votes
Hi team, thank you for your feedback here and letting us know your needs in providing some users with access to view documents in Xero without the ability to change things in your organisation.
We're in the process of developing a more flexible permissions model that considers Xero Documents as part of role access. As part of our next roll-out we'll be separating document access from wider accounting permissions, to support use cases like has been raised here.
We'll keep you updated as this capability lands.
Zen Kuik
supported this idea
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63 votesZen Kuik
supported this idea
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355 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Zen Kuik
supported this idea
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196 votes
Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.
Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.
Your feedback here has ben valued in helping us evolve our permissions in the product.
I'll come back to share once these changes are live. 😁
Zen Kuik
supported this idea
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518 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Zen Kuik
supported this idea
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