Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d 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.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
We'll return to share on the outcomes of our research and any progress around development of roles in Xero.
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…
The lack of flexibility in user permissions is the biggest limitation with Xero as system for medium sized business. To not provide user permissions to a tracking category allows users to see sensitive information in other tracking categories, a serious issue for our business. We have had to turn off P&L access to our managers and provide them with offline reports as we are unable to restrict them to their P&L (for tracking category) only, which is creating significant inefficiency and reduced functionality which is impeding our business operations. We are trying to find alternative software solutions to fill this gap and I urge Xero to please undertake some development in space this as a priority.
Nicole Gillard
supported this idea
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The lack of flexibility in user permissions is the biggest limitation with Xero as system for medium sized business. To not provide user permissions to a tracking category allows users to see sensitive information in other tracking categories, a serious issue for our business. We have had to turn off P&L access to our managers and provide them with offline reports as we are unable to restrict them to their P&L (for tracking category) only, which is creating significant inefficiency and reduced functionality which is impeding our business operations. We are trying to find alternative software solutions to fill this gap and I urge Xero to please undertake some development in space this as a priority.