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  1. User role permissions - Control and restrict access to chart of accounts

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    7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.

    From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.

    For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.

    I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.

    We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.

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    Julian Sykes-Rose commented  · 

    Completely agree, I have a few accounts that need to be expensed, and having all my staff seeing all accounts is complicated and messy. Want to keep it simple for my employees

    Julian Sykes-Rose supported this idea  ·