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562 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…
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Hugh Sandie
commented
As Tony Sinclair mentions, giving basic positions who carry out minor bank reconciliations access to all confidential data is huge 'no can do' for small businesses. It gives full exposure of the companies finances, exposes everyones salary, pay rates and bonuses, shows Directors pension payments, through to dividends.
How XERO can not correct this is mind boggling and shows how little understanding they have of small businesses.
Hopefully people keep commenting on this point until action is taken.
The result is that as a business owner, operating three companies, I have to do most of the bank reconciliations or risk having staff being exposed to confidential information.
Shame on you XERO for lack of understanding and action.
An error occurred while saving the comment Hugh Sandie
commented
Such a basic feature imho - why does it continue to be ignored??
Hugh Sandie
supported this idea
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314 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Hugh Sandie
commented
Small businesses do not want junior staff to see all the bank accounts and balances. We need staff to be able to carry out a number of tasks but not see the full financial position of a company.
There seems to be no way to 'hide' investment accounts for example from a staff member reconciling an 'at-call-account'.
How hard can it be to hide the account balances - and still allow reconciling?
Really junior level stuff from XERO - very good increasing fees constantly - terrible for small businesses.
Minimum they should implement is a bunch of tick box options on what each staff member can see.
Hugh Sandie
supported this idea
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Still nothing on this? I encourage everyone desperate to have limited staff access to accounts and information to continue to comment. The point is to be able, for example, to allow clerical staff to 'reconcile petty cash account', without seeing all their colleagues pay or all the company's bank account balances.
What an embarrassment for a large accounting software to have this 'all or nothing' setting. It is as though we all use just one senior accountant or one trusted staff member for every task.
For small business the consequence is either do it yourself, or divulge all the confidential information to anyone (and everyone) with access to a bank account on xero.