Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. User Roles - Restrict Users from accessing Notes & History for contacts *sensitive financial information*

    2 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

    0 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
    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Laura, thanks for sharing this idea. We understand your outline that contact notes may contain sensitive financial information, and that more granular controls over access to contact Notes & History could help businesses protect this information while still delegating sales and purchasing tasks. This idea is now open for community support through votes and comments, helping us understand the level of interest. We'll keep a pulse on the interest this idea receives and share if there are any updates. ✨

    Julia Godbold supported this idea  · 

  2. Permissions | Contacts - Private or limited access to certain contacts

    141 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

    submitted  ·  44 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
    An error occurred while saving the comment
    Julia Godbold commented  · 

    This is really not good enough that they have not even considered this as this has now stopped me from giving permission to purchasing because they would be able to view all staffs pay in activity and also what Directors get as dividends.

    Julia Godbold supported this idea  ·