Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User Role - Restrict access to individual bank accounts

    657 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    347 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    An error occurred while saving the comment
    Karleen Hennessey commented  · 

    It seems crazy that such a simple function that many businesses would need, like granting access to selected accounts for "coding only" is not possible. It would be good to see an update on this by xero. It means their basic user function isn't going to work for many business owners who need other people to code for them without being able to see account in/out balances. Pretty disappointed as being able to select/deactivate the dashboard preferences would solve this issue for the "standard user" at an admin level.

    Karleen Hennessey supported this idea  ·