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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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    Wesley Nicolaai commented  · 

    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.