Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    46 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  22 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Louis Naude supported this idea  · 

  2. User Role - Access to specific feature only

    449 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    83 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    An error occurred while saving the comment
    Louis Naude commented  · 

    It is ridiculous that on the "Read Only" profile, one cannot uncheck the "sales and Purchases", "Bank account and Balances" and "Reports" check boxes. I have a client that need to give the credit department access to view only debtors' invoices, but then they have access to confidential financial reports and bank statements. This is the one area where Xero is way behind, and it seems that there is little understanding of what the client requirements are.

    Louis Naude supported this idea  ·