Settings and activity

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1. Invoice Settings - Separate Number Sequence for Credit Note

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   9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Cat Graham supported this idea  ·  24 April, 2024

2. User Role: More options for access rights

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   11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate your looking through the forums and existing ideas, Tracy. 

   Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.  

   As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when  trying to assign what a user can or can't do in your organisation. 

   While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to any ideas that have been raised, or add new ones for permission sets that you'd find most useful for your business.  

   Appreciate your looking through the forums and existing ideas, Tracy. 

   Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.  

   As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when  trying to assign what a user can or can't do in your organisation. 

   While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to… more

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   Cat Graham commented  ·  31 March, 2024  ·  Edit…  ·  delete…

   Kelly I think you are being obtuse.... you want specifics.... thats the issue... xero thinks they can class users in 4 roles with minor access changes.... if you take one thing from all the comments on here is that every company / role has different requirements so we require complete customisation of user access....

   My suggestion - simplify access to the headings in the drop down, so we can tick on which drop down items they can view/have access to and allow us to select whether access is read only or edit.

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