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  1. User Role - Access to specific feature only

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    83 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Abigail Fry supported this idea  · 
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    Abigail Fry commented  · 

    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".