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 surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
We'll return to share on the outcomes of our research and any progress around development of roles in Xero.
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…
After finding a new button for tracking in my invoice-only account I was disappointed to discover this button did not work because I did not have full access permissions from my superior.
Therefore after discussions with my manager we suggest that Xero induce personalised options for account permissions.
Making it so Invoice-only accounts can be added to specific areas of the software such as tracking options.
Some employers would like to give their accounts department these kinds of permissions to reduce time spent on basic admin tasks that can be set to invoice only employees. However they might not want to give the employee access to payment allocation settings.
Giving companies the ability to tailor their accounts to meet specific needs and reduce time spent relaying information such as " This account manager needs adding to the software tracking" or " This end client needs adding to the company".
Abigail Fry
supported this idea
·
After finding a new button for tracking in my invoice-only account I was disappointed to discover this button did not work because I did not have full access permissions from my superior.
Therefore after discussions with my manager we suggest that Xero induce personalised options for account permissions.
Making it so Invoice-only accounts can be added to specific areas of the software such as tracking options.
Some employers would like to give their accounts department these kinds of permissions to reduce time spent on basic admin tasks that can be set to invoice only employees. However they might not want to give the employee access to payment allocation settings.
Giving companies the ability to tailor their accounts to meet specific needs and reduce time spent relaying information such as " This account manager needs adding to the software tracking" or " This end client needs adding to the company".