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  1. 436 votes

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    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…

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    Donna Kenton-Smith commented  · 

    I Agree with Jasmine (below) and have tailored it to fit our situation: There are confidentiality issues with users being able to access ALL Business Bank Accounts within an entity. I know you have a limited access feature but it is unsuitable for what we need.
    Business owners should be able to select which bank accounts and reports each user can access. This is a basic business confidentiality and process requirement issue.
    Xero, please urgently address this, as these user access issues are holding our business back. Thank you!

    Donna Kenton-Smith supported this idea  ·