Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User Role - Restrict access to individual bank accounts

    648 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

    344 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

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    An error occurred while saving the comment
    Abigail Cox commented  · 

    This feature is absolutely critical for many businesses and is preventing us from fully moving forward with Xero as our complete accounting solution. Not being able to restrict access to individual bank accounts means we either have to expose sensitive financial data or limit staff efficiency - neither option is acceptable.

    Having bank-account-level access control is essential for maintaining confidentiality, data privacy, and compliance with internal control standards. Ive read many of the previous comments, and it seems a high number of us have team members or external bookkeepers who only need access to specific accounts, and without this feature, we can’t apply the principle of “least privilege.”

    The lack of this functionality poses real risks and creates unnecessary barriers for businesses that want to use Xero securely and at scale. Please make this a priority! It’s a vital step in strengthening trust, security, and usability for all organizations.

    Abigail Cox supported this idea  ·