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Laying the foundations for a more beautiful user role experience

Posted 2 weeks ago in Product by Brittany Hoare
Posted by Brittany Hoare

Those that have lived and breathed Xero for some time will know that we’ve been updating our pages to make them more beautiful, intuitive and simpler to use. As part of this process, we’ve redesigned the User Permissions page, which we’ll be releasing to everyone over the coming week. We’ve also completed some important work in the back-end to ensure that Xero could support more user role options in the future. New Expenses and Xero Projects need more flexibility with who can do what, and this update allows for this – more on those below.

Don’t worry, we won’t be removing any of the abilities you have now, but there are some changes of wording that you might want to familiarise yourself with, as this is rolled out over the next week:

  • Invoices becomes Sales and purchases for Standard and Advisor users
  • Bank reconciliation is now Bank accounts and balances
  • Contact Bank Account Admin is simply called Bank account admin
  • What is Cash Coding? This is now better explained for ‘non-cash-coding’ and ‘cash-coding’ permissions.

We’ve had requests for every type of role under the sun. In Community alone, there have been over 100 individual feature requests for every user role permutation imaginable. While the roll out of this release won’t satisfy the want for grand, complex, completely customisable settings – it is a great step in the right direction. As new products and features are added to Xero, more user roles are likely to be created down the track. For now though, we need to get on building those new features!

For a quick reminder of what each role can do, take a nosey at our updated Help Centre pages.

Manage the level of access to Xero Projects

Not everyone in your business needs to know everything about everything in your projects. In fact there’s often sensitive information that you may well not want your staff to know. Yet this needs to be balanced against giving them enough access to be able to do their job without having to constantly bug someone with a higher level of access.

Following an update on the 23rd April, we’ve just introduced three Xero Projects user roles to support the most common roles we encounter when working with service businesses.

Projects admin is for the boss, or financial person, who needs to know everything about the financial detail of your projects, including how much you pay your staff. So Projects admin can do anything in Projects.

Projects standard is for your project managers, site managers, or anyone who needs to set up projects and make sure they’re on track. They can do everything that the Projects admin can do, minus access to that sensitive information about staff. They can track their own time, and see time entered by other members of your team.

Projects limited is primarily for your team. They need to track their time, see how they’re progressing against estimates for projects and tasks. And that’s pretty much it.

Managing Projects invoices and assigning bills and bank rec to a project. If your Projects users need to do things like edit or send invoices, assign bills or spend money from bank rec to a project, you’ll need to give them access to those areas in Xero too using the Accounting roles. Likewise, if they to set up Inventory items to allow quick creation of tasks and expenses. Limited users won’t be able to create invoices from Projects, regardless of their Xero role.

Learn more here.

Coming soon – Manage the level of access to new Expenses

Due to be released soon is our brand new Expenses feature. This will include three new permissions that give you more flexibility, and control over the expense claims process. This will significantly simplify your workflow and boost efficiency, as only the people you choose can view, submit, approve/decline, and pay an expense claim.

Submitters can view and submit only their own expenses.

Approvers are able to view and approve others submitted expenses, along with their own.

Admins have the ability do to all of the above, and hold the purse strings to reimburse employees for the expenses they’ve submitted.

One helpful, highly requested features will be the ability to submit an expense claim on behalf of somebody else. Approvers and Admins will both be able to do this in new Xero Expenses.

During the setup process, you’ll be asked to assign user permissions. But you can always add these in later in your Expenses Settings page.

Keep an eye out in Xero for when new Expenses drops. So you can start setting up your employees with Expenses and give them the permissions they need.

8 comments

David
April 15, 2018 at 2.00 pm

Is that it?! You would think that after all this time and all the requests from users on the Community Forum that Xero would be able to deliver a lot more. Where are the additional security and privacy settings? Why can’t I create profiles and roles for my staff in Xero?

I don’t want my admin staff to access to every bank account, just the one they are paid to reconcile. How come every payroll admin can approve anyone’s leave?

Brittany Hoare in reply to David
April 24, 2018 at 2.03 pm

Hiya David, I definitely get where you’re coming from. This release is to support Expenses and Projects, and new features to come in the future. It’s incredibly hard to add new roles to existing parts of Xero, which is why it hasn’t been added to the road map. What you’re asking for here around limiting bank account access would be one of the more difficult roles to add. Xero revolves around bank reconciliation, with pretty much every screen effected by the bank accounts! Community is the best place to stay updated on any changes with this though, so I’ll keep you in the loop there. Cheers, Britt.

Scott Mason
April 16, 2018 at 8.10 pm

What nonsense. I recommend you take a look at your so called user community board and you’ll see what your exasperated users have been asking you for years to change on roles. These tweaks to shoe horn in more sale-able features are worthless to most existing users.

Once again for clarity – Please Xero could you make the make the features that you advertise ‘out of the box’ work properly out of the box before you add ANYTHING ELSE. Either that or be honest about it and tell everyone that most features will only work adequately at best out of the box and that if you want them to work properly you’ll need to spend a fortune on 3rd part add on’s from the developer community.

Thank you

Brittany Hoare in reply to Scott Mason
April 24, 2018 at 2.33 pm

Hi Scott, rest assured all of the comments in Community have been looked at, however what’s been released here is solving a different problem. In order to fully support Projects and new Expenses (both large requests themselves), and to more easily add roles to future products, user roles needed some work. I can 100% appreciate that there’s a lot of flexibility that’s been requested over the years and if it was simple to do we’d be on it. So at this stage we don’t have plans to add more roles. As soon as that changes though, and our teams are able to start looking into new roles, we’ll update the threads on Community.

Sylwia
April 16, 2018 at 10.03 pm

When can we expect the new features for Expense Claim tool to be launched?

Brittany Hoare in reply to Sylwia
April 24, 2018 at 2.34 pm

Hiya Sylwia – all going well, will be in the coming weeks. No exact ETA but we’ll keep you updated.

Ken Doyle
April 20, 2018 at 12.46 pm

Maybe we need instant advice, filtered for an hr trying to add advisor, advisor page does not work in general settings atm,
I know changes are being made but this does not help me to add new advisor now which is quite urgent

Brittany Hoare
April 24, 2018 at 2.45 pm

Ken, if you reach out to Support directly (support.xero.com) the team will be able to help you out with any issue.

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