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  1. User Role - Reconcile without access to approve invoices

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    An error occurred while saving the comment
    Sue Danner commented  · 

    Absolutely critical to have a greater level of granularity. Being restricted in choice means the burden is on me to ensure this is managed. That's a highly inefficient use of my time for a task that is able to be automated. I note that this is available across other types of products, so it's shown that it can be done.

    That Xero hasn't considered this is very surprising. It is a standard process for mapping the customer journey ... understanding the clients challenges and removing pain points.

    Also - editing the title is not in line with a community forum ... the issue needs to be expressed in a way that is valuable / important for the customer.

    Sue Danner supported this idea  ·