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1. User Role - Restrict access to specific Settings

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   246 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
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   Josie Baker commented  ·  18 October, 2024  ·  Edit…  ·  delete…

   I vote for this BIG TIME

   Save Submitting...
   Josie Baker supported this idea  ·  18 October, 2024

2. User Roles - Purchase order only access

   193 votes

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   60 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.

   Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.

   Your feedback here has ben valued in helping us evolve our permissions in the product.

   I'll come back to share once these changes are live. 😁

   Josie Baker supported this idea  ·  18 October, 2024
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   Josie Baker commented  ·  18 October, 2024  ·  Edit…  ·  delete…

   I vote for this BIG TIME

   Save Submitting...