Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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.
Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…
How can we add 'permission feature' to specific users especially at Standard level (junior account staff) who would not have ability to delete/void repeating invoices or single invoices or any transactions related in our accounting system without prior authorisation/approval from their supervisors.
Would there be an app that can connect to our Xero subscription and provide notification at the back end perhaps. We can not keep reconciling manually at repeating invoices level if we are looking after a significant amount of invoices
How can we add 'permission feature' to specific users especially at Standard level (junior account staff) who would not have ability to delete/void repeating invoices or single invoices or any transactions related in our accounting system without prior authorisation/approval from their supervisors.
Would there be an app that can connect to our Xero subscription and provide notification at the back end perhaps. We can not keep reconciling manually at repeating invoices level if we are looking after a significant amount of invoices