Settings and activity
7 results found
-
295 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment 
Matthew James Mifsud
supported this idea
·
-
301 votesMatthew James Mifsud
supported this idea
·
-
200 votesMatthew James Mifsud
supported this idea
·
-
47 votes
An error occurred while saving the comment Matthew James Mifsud
commented
this is a critical function - just the ability to issue, send quotes via email and send to invoice (to be approved) once quote is confirmed.
An error occurred while saving the comment Matthew James Mifsud
commented
The user role to just be able to issue/send quotations without access to anything else
Matthew James Mifsud
supported this idea
·
-
47 votes
An error occurred while saving the comment Matthew James Mifsud
commented
This is an essential feature
the ability to just be able to issue/send quotations without access to anything else
Matthew James Mifsud
supported this idea
·
-
206 votes
Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
Matthew James Mifsud
supported this idea
·
-
181 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Matthew James Mifsud
supported this idea
·
An error occurred while saving the comment Matthew James Mifsud
commented
this should be done to specific sections such as quotations section only i.e the ability to just be able to issue/send quotations without access to anything else
Quotes only role - this is a critical function - just the ability to issue, send quotes via email and send to invoice (to be approved) once quote is confirmed.