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  1. User Role - Restrict access to specific Tracking categories

    53 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  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

    167 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

    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  ·