Settings and activity

3 results found

1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   271 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   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 🙂 🙏

   Accounts IW Observer supported this idea  ·  21 October, 2023

2. User Role - Restrict access to specific Settings

   455 votes

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   243 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   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… more
   Accounts IW Observer supported this idea  ·  21 October, 2023

3. User Role - Restrict access to individual bank accounts

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   312 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

   We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

   Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

   Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

   Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

   We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

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   Accounts IW Observer commented  ·  21 October, 2023  ·  Edit…  ·  delete…

   Is there any update since March on this issue please? Lots of people clearly want to see it. It means I cannot give my sales staff access to check whether a customer owes us any money before taking another booking.

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   Accounts IW Observer supported this idea  ·  21 October, 2023