Settings and activity
3 results found
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460 votes
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…
Nathaniel Gordon
supported this idea
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An error occurred while saving the comment -
1,099 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Nathaniel Gordon
supported this idea
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6 votes
An error occurred while saving the comment Nathaniel Gordon
commented
This would be great to have, be able to use the @ symbol to search the users with access to that company and those who have the right level of access to view the note where the tag is to be placed. This would be great if once tagged, it notified the other user that there is something for their attention
Nathaniel Gordon
supported this idea
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This really needs to be added. I have bank accounts that access to is not required for the accounts team, only for owners and directors. I want to restrict access to viewing specific banks and their transactions to the bank accounts I allow. If there is a transaction to a bank account they cannot view, they can complete one side of the reconciliation, and I, with access to the hidden bank account, can reconcile the other side of the transfer.