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.
Please Xero, this post is from 2013. Surely you can develop a user that has access to aspects of the accounts without being able to see bank accounts and produce financial reports. So many small businesses use Xero and critically they don't want all staff to be able to see their private financials. Please prioritise this. I feel the other upgrades you've done like attaching files to invoices and changing the word, 'send' to 'email' are a lot less critical.
Kari Esplin
supported this idea
·
Please Xero, this post is from 2013. Surely you can develop a user that has access to aspects of the accounts without being able to see bank accounts and produce financial reports. So many small businesses use Xero and critically they don't want all staff to be able to see their private financials. Please prioritise this. I feel the other upgrades you've done like attaching files to invoices and changing the word, 'send' to 'email' are a lot less critical.