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  1. User Role - Restrict access to individual bank accounts

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    321 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

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    Rachel Williams commented  · 

    Provide increased ability to control who can view sensitive financial data under standard user access. There needs to be increased delineation in the activities/access available under standard access. This would help when a user needs more access than invoice only, but less than full access to standard features (e.g. can add products, but cannot view bank accounts).

    Rachel Williams supported this idea  ·