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1. User Role - Allow users access to specific reports

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   141 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

   We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

   We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

   Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

   We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users have access to within an org.

   As work progresses we’ll be happy to return with more solid updates for you all here.

   Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

   We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

   We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

   Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

   We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users… more

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   Hannah Russell commented  ·  01 March, 2024  ·  Edit…  ·  delete…

   Hi Xero,

   Please could you look at this again. Our sales ledger and purchase ledger clerk is unable to run reports without me granting her access to highly confidential information.
   At the moment this is creating more work for me than necessary.

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