Settings and activity

9 results found

1. User Role - Invoice Only + View Reports

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   submitted  ·  58 comments  ·  For small businesses » Settings & user roles  ·  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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   Carl Bradshaw commented  ·  12 October, 2023  ·  Edit…  ·  delete…

   An absolute must!

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   Carl Bradshaw supported this idea  ·  11 August, 2023

2. User Permissions | Projects - Read only access to Bills & Invoices of a project

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Carl Bradshaw supported this idea  ·  11 August, 2023

3. User Role: Quotes access only

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   submitted  ·  18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Carl Bradshaw supported this idea  ·  11 August, 2023

4. User Role - Access to specific feature only

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   21 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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… more

   Carl Bradshaw supported this idea  ·  11 August, 2023

5. User Permission - Ability to give both Invoice only and payroll access

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   11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the added detail here, Samantha.

   @Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too. 

   Carl Bradshaw supported this idea  ·  11 August, 2023

6. User role - Read Only access to reports only

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   submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Carl Bradshaw supported this idea  ·  11 August, 2023

7. Permissions | Ability for Manage users to assign Payroll Admin

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   submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Carl Bradshaw supported this idea  ·  11 August, 2023

8. User Roles: Invoice only - Inventory access for invoice only setting

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   submitted  ·  74 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Carl Bradshaw supported this idea  ·  11 August, 2023

9. User Permissions - Access to reconcile without viewing balances

   243 votes

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   66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

   With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

   User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any steps made to begin digging into bank account permissions.

   We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

   With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

   User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any… more

   Carl Bradshaw supported this idea  ·  11 August, 2023