Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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.
Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…
I'd like to restrict clients from being able to reconcile as an optional setting to the "standard" permissions role. When clients reconcile their own books incorrectly, it ruins the set of books. I've instructed clients to not do so but sometimes they do this accidentally, or an employee doesn't follow the instruction. I'd like to able to restrict this so as to keep integrity on the books as my firm takes care of the reconciliation aspect.
Kirsten Barrie
supported this idea
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I'd like to restrict clients from being able to reconcile as an optional setting to the "standard" permissions role. When clients reconcile their own books incorrectly, it ruins the set of books. I've instructed clients to not do so but sometimes they do this accidentally, or an employee doesn't follow the instruction. I'd like to able to restrict this so as to keep integrity on the books as my firm takes care of the reconciliation aspect.