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 surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
We'll return to share on the outcomes of our research and any progress around development of roles in Xero.
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…
1. I agree that the permissions for user access should be more granular. This would allow better risk management.
2. Therefore, it is crucial for a business using Xero to have the ability to :
a) manage access to sensitive information (i.e. financial, clients, suppliers, and staff)
b) control changes that can made to our settings including what can be added, edited, and deleted.
c) segregate between preparer and approver for various tasks and key changes.
3. Among all other limitations already raised:
a) I can't give a user access to raise a purchase order or bills and access to supplier contacts without also giving them access to all customer contacts and related financial information such as amount owed by customers and details into how much they are invoiced.
b) I can't control their ability to add, edit, and delete supplier and client contacts and in some cases banking details.
4. More granular user access controls would encourage more users to be on Xero, which will be great business for Xero and its subscribers.
BT Toh
supported this idea
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1. I agree that the permissions for user access should be more granular. This would allow better risk management.
2. Therefore, it is crucial for a business using Xero to have the ability to :
a) manage access to sensitive information (i.e. financial, clients, suppliers, and staff)
b) control changes that can made to our settings including what can be added, edited, and deleted.
c) segregate between preparer and approver for various tasks and key changes.
3. Among all other limitations already raised:
a) I can't give a user access to raise a purchase order or bills and access to supplier contacts without also giving them access to all customer contacts and related financial information such as amount owed by customers and details into how much they are invoiced.
b) I can't control their ability to add, edit, and delete supplier and client contacts and in some cases banking details.
4. More granular user access controls would encourage more users to be on Xero, which will be great business for Xero and its subscribers.