Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would 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.
Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
Hey Xero this seems a critical requirement. I have someone assigned to chase debt that only needs access to one account for monies in and out
They should not be seeing the other accounts. we have just moved over from another accounts system where this option was available
The option is available at the moment for each person to manage their dashboard and toggle each bank account on or off their view so it seems majority of the work has been done - just needs the admin to set this rather than each person
Hey Xero this seems a critical requirement. I have someone assigned to chase debt that only needs access to one account for monies in and out
They should not be seeing the other accounts. we have just moved over from another accounts system where this option was available
The option is available at the moment for each person to manage their dashboard and toggle each bank account on or off their view so it seems majority of the work has been done - just needs the admin to set this rather than each person