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  1. User Role - Allow users access to specific reports

    347 votes

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    162 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    KA Stokes Admin Acc Rec commented  · 

    Why can't it be made that a tick box can be used to select which reports a user can access?

    KA Stokes Admin Acc Rec supported this idea  · 

  2. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    65 votes

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    26 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your support and sharing here and want to apologise we haven't responded on this idea before now.

    We understand there are opportunities to improve the demo company and provide customers with more flexibility and simplicity in being able to test more thoroughly using the setup and structure of their own organisation, rather than needing to recreate this manually in a separate environment.

    This is an area we can see value in evolving, and although this specific capability isn't currently on the roadmap, it's been noted and will remain part of future product planning conversations.

    We'll make sure to share any news around this with you all, here.

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    KA Stokes Admin Acc Rec commented  · 

    Create Demo as a sandbox of own company: We use other systems that allow us to create a 'Sandbox version of our data' that is valid for 2 weeks, and we can then use it as a Demo to test, train, work out issues in the system rather than impacting our live data. Admins have access to create or delete a Sandbox. This would be extremely useful in Xero.

    KA Stokes Admin Acc Rec supported this idea  ·