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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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    Rachael Harrison commented  · 

    Is there any update if the bank account settings has been changed to restrict user access please

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    Rachael Harrison commented  · 

    This is critical for our business atm as we have had a confidentiality breach , and if this was a option to hide bank account from certain staff levels would never have happended, please let me know if you are able to change this feature

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    Rachael Harrison commented  · 

    This is critical for our business atm as we have had a confidentiality breach , and if this was a option to hide bank account from certain staff levels would never have happened, please let me know if you are able to change this feature

    Rachael Harrison supported this idea  ·