Settings and activity
6 results found
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449 votes
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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Gerrit Grobbelaar
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18 votesGerrit Grobbelaar
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488 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
Gerrit Grobbelaar
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572 votesGerrit Grobbelaar
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Gerrit Grobbelaar
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Gerrit Grobbelaar
supported this idea
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Access rights in the system is an issue for many companies and has also been a reason for companies to opt for another software.
We believe that it would be beneficial if you can add an option to choose between simple and advanced user roles.
Advanced should include the option to restrict access to certain menu items.
Even a high level restriction would be helpful i.e. Hiding Dashboard tab, in Business being able to select Invoicing, purchases or stock or a combination of these menus to access, etc.
In addition, an option to be an approver or not in the case where someone captures and invoice and a manager needs to approve.
This will lean to assist in the segregation of duties and limit access to sensitive information.
Thank you