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1. User Permissions - Access to reconcile without viewing balances

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   91 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 steps made to begin digging into bank account permissions.

   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… more

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   Hugh Sandie commented  ·  09 May, 2025  ·  Edit…  ·  delete…

   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.

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   Hugh Sandie supported this idea  ·  07 May, 2025