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  1. User Role - Allow users access to specific reports

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    152 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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    Jenny Haines commented  · 

    Given that it nine years since this was first brought up - is there a timeline for when it will be implemented. Grouping reports is not the answer, we need to be able to make reports individually available to users. This is a deal breaker for my client as they are not able to delegate to anyone and reduce their own day to day activity. Please may we have a date for completion of this critical control.

    Jenny Haines supported this idea  ·