Settings and activity

1 result found

1. User Role - Restrict access to specific Settings

   455 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Graeme Ellisson supported this idea  ·  09 September, 2025
   An error occurred while saving the comment
   Graeme Ellisson commented  ·  09 September, 2025  ·  Edit…  ·  delete…

   All products need to evolve and one area that is almost always neglected by non-Enterprise platforms is the Enterprise security model ESAM. To understand this one needs to have experience of Enterprise environments & security. Non Enterprise developers and product leads will default to the view that their platform is not an Enterprise platform so this point is irrelevant. This is actually mis-guided as many smaller companies operate Use Cases that are in fact just like an Enterprise organisation, only on a much smaller scale. Given cloud based is just another term for hosted, hosted platforms benefit form an ESAM. There is a cost but technical architects should prioritise this as products develop.

   In our case, we have deployed Xero Me which the Users believe has solved world piece - going from a paper based process to self managed for company paid expenses (Albeit surrounded by a bit of confusion as to why mileage has to be in included). But, unfortunately, we do regularly handle cash in a few offices which is going to be hard to prevent for a number of reasons - not to mention that legally one can't not take cash.

   The problem is there is no Xero Me sales receipt equivalent functionality where offices receiving cash can register as banked or petty cash.

   Not withstanding my comments around ESAM, which I do believe is a key requirement for a number of other limitations, adding a receipt function in Xero Me should not be too difficult as it is the same process but a debit in stead of a credit.

   Save Submitting...