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  1. User Role - Restrict access to individual bank accounts

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

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

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    Lee Chadwick commented  · 

    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