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446 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…
Libby Gaynor
supported this idea
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447 votes
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…Libby Gaynor
supported this idea
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An error occurred while saving the comment Libby Gaynor
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We should be able to choose if a user that has invoices and purchase access also has access to the Items reports, sales reports and purchases reports. It is useless having such extreme difference between standard and basic access. Business owners do not want everyone seeing their bank account balance and their Profit and loss and balance sheet.
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278 votes
Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.
We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.
We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.
Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.
We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…
Libby Gaynor
supported this idea
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Business Director Now has to do the work for her staff. Absolutely ridiculous.
I have a very unhappy client that I converted recently. All of her staff need to use report for Sales and purchases. But not Bank account, GL, P & L and Balance sheet. She rightly considers this to be confidential areas of the business.
Now she has a bigger work load because she has to send the reports to her staff in excel format. Then when they make updates to the excel sheets she then has to upload it to Xero. This has put more strain on her with work load which is absolutely ridiculous.