Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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.
We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
We'll return to share on the outcomes of our research and any progress around development of roles in Xero.
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…
The "Read only" access should be more flexible. Currently, this option allows the users to view everything from Sales, Purchases, Bank account balances and the reports. While this option is good for auditors, on the other hand it gives too much information to the other users. The person managing the users should have the option to limit the viewing rights to a particular area such as Sales Invoices only.
As the system is at the moment, to give access to Sales invoices only, I would need to give the users a right to Sales Invoice where they can issue, amend, delete/void invoices and also send them to clients. This way it is very dangerous as a user may issue an incorrect invoice by applying and incorrect rate of VAT, may change/edit existing invoices, etc.
I sincerely hope that there will be more flexibility to the "read only" feature or maybe addition of new features where Sales invoices / Customer balances can be viewed in a Read only mode by users without having the right to view Purchases invoices, bank accounts and reports as well.
Sean Vassallo
supported this idea
·
The "Read only" access should be more flexible. Currently, this option allows the users to view everything from Sales, Purchases, Bank account balances and the reports. While this option is good for auditors, on the other hand it gives too much information to the other users. The person managing the users should have the option to limit the viewing rights to a particular area such as Sales Invoices only.
As the system is at the moment, to give access to Sales invoices only, I would need to give the users a right to Sales Invoice where they can issue, amend, delete/void invoices and also send them to clients. This way it is very dangerous as a user may issue an incorrect invoice by applying and incorrect rate of VAT, may change/edit existing invoices, etc.
I sincerely hope that there will be more flexibility to the "read only" feature or maybe addition of new features where Sales invoices / Customer balances can be viewed in a Read only mode by users without having the right to view Purchases invoices, bank accounts and reports as well.