Settings and activity
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25 votes
Hi team, thank you for your feedback here and letting us know your needs in providing some users with access to view documents in Xero without the ability to change things in your organisation.
We're in the process of developing a more flexible permissions model that considers Xero Documents as part of role access. As part of our next roll-out we'll be separating document access from wider accounting permissions, to support use cases like has been raised here.
We'll keep you updated as this capability lands.
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Having the same issue! I'd like admin staff who are emailing files into Xero to be able to log in and and check what has been imported and get the notifications when a file has failed. But I don't want them to be able to do anything else.