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  1. User Role - Access to specific feature only

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    83 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

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    Katie Howell commented  · 

    We want staff to be able to view customer statements but not have access to our firm's bank account.

    Currently this is not possible when editing the user permissions.

    We have always used a QuickBooks desktop where this has been possible.

    If one of the partners is no in the office, the staff cannot access a customer balance, and we do not want to provide them access to view the firm's bank account.

    We hope this is rectified soon.

    Katie Howell supported this idea  ·