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  1. User Role - Restrict access to specific Tracking categories

    61 votes

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    submitted  ·  13 comments  ·  Users & setup » User permissions  ·  Admin →
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    Neerasha Jugdeo supported this idea  · 
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    Neerasha Jugdeo commented  · 

    Hi I would love for the departments to be able to only see their reports and not the others, and I would like that they do not have the ability to amend the tracking categories but they can view the reports based on the category

  2. User Role - Invoice Only + View Reports

    202 votes

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

    Hi team, we’ve begun rolling out our new Reporting permissions, marking a major shift toward more flexible, configurable roles in Xero.

    You’ll soon be able to grant Invoice only Sales or Purchase users access to specific operational reports without exposing access to all of the organisation's reports.

    We’re currently in a phased release and expect these changes to be available to all users over the coming weeks.

    I’ll swing back again to confirm once these changes are live to all users.

    An error occurred while saving the comment
    Neerasha Jugdeo commented  · 

    Hi I would love for the departments to be able to only see their reports and not the others, and I would like that they do not have the ability to amend the tracking categories but they can view the reports based on the category

    Neerasha Jugdeo supported this idea  ·