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.
Good day,
I have been reading the threads of user concerns with regards to the lack of issuing users with limited access to certain bank accounts. Our company is now in the same position as many others where we have delegated certain tasks to employees and different staff performing different roles have user access to specific modules in Xero, for example debtors and creditors clerks having role specific access. We now have an issue with a cashbook clerk, who needs to allocate transactions off the main bank account only, having access to all bank accounts. Because of the limitations of Xero, we are unable to restrict her from seeing sensitive information in the salaries account other bank accounts. Xero needs to allow businesses to customize the user rights of the staff since, in our situation, the accountant will now need to do the work that the cashbook clerk needs to do so that confidential information remains confidential.
Good day,
I have been reading the threads of user concerns with regards to the lack of issuing users with limited access to certain bank accounts. Our company is now in the same position as many others where we have delegated certain tasks to employees and different staff performing different roles have user access to specific modules in Xero, for example debtors and creditors clerks having role specific access. We now have an issue with a cashbook clerk, who needs to allocate transactions off the main bank account only, having access to all bank accounts. Because of the limitations of Xero, we are unable to restrict her from seeing sensitive information in the salaries account other bank accounts. Xero needs to allow businesses to customize the user rights of the staff since, in our situation, the accountant will now need to do the work that the cashbook clerk needs to do so that confidential information remains confidential.