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6 results found

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

    21 votes

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    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  Admin →
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    Carl Bradshaw supported this idea  · 

  2. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    129 votes

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    49 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.

    Carl Bradshaw supported this idea  · 

  3. User Role - Access to specific feature only

    506 votes

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    98 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.

    Carl Bradshaw supported this idea  · 

  4. User role - Read Only access to reports only

    62 votes

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    submitted  ·  7 comments  ·  Users & setup » User permissions  ·  Admin →
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    Carl Bradshaw supported this idea  · 

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

    43 votes

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    submitted  ·  3 comments  ·  Users & setup » User permissions  ·  Admin →
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    Carl Bradshaw supported this idea  · 

  6. User Permissions - Access to reconcile without viewing balances

    349 votes

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    98 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Carl Bradshaw supported this idea  ·