New Read Only & Employee roles (0:41)

5 Comments

Trisha Aitken
September 9, 2009 at 10:00 am

My manager has given me read only access but now I can not submit a claim on line for any personal expenses I may have ?????
I am an administrater here and do a lot of bankind and reconciliation.

Catherine Walker
September 9, 2009 at 11:39 am

Hi Trisha,

That’s correct. The Read Only role has been designed to give view only access – people with this role cannot add or change data at all. You’ll need at least the Employee role if you are to submit your own expense claims. If you need more specific help, please feel free to contact our Customer Care team via support@xero.com

Regards,
Catherine

Karen
March 3, 2010 at 5:07 pm

Hi Xero
Are there any plans to add a role that combines the read only user role and employee user role?

Managers in my organisation would like to view reports at their convenience to see how they are tracking against budget and not wait for me “the financial advisor” to provide them. However they also need to submit their expenses.

Is there currently a way round this? With finite resources in a finance department, it would be great if non financial managers could self serve using Xero without risking integrity of the data.

Sagun Garg
October 10, 2011 at 12:45 am

Hi Xero,

I request you to provide more flexible Role Based Access Control allowing companies to configure access to various sections of the accounting as per business roles e.g. I would like to delegate the task of bank reconciliation items for all Bank Accounts without compromising on showing Aggregate Bank Account Balance and access to Bank Account transactions. This is becoming more important as the number of transactions are increasing in the Bank Account.

Sally Adelman
August 8, 2014 at 3:23 am

3 years later, but a similar request as Sagun’s – I would like to give employees bespoke access. I.E. to submit expense claims, and to see their own credit card statements, and that’s it! Is this possible / in the pipe line?

Thanks!

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Getting ready for the Business Performance Dashboard

In April we previewed our Business Performance Dashboard at Xerocon New Zealand – and were rapt by the reception it received. As the official release nears, we thought we’d provide some guidance as to how accountants and bookkeepers can get ready. So what is the Business Performance Dashboard? The Business Performance Dashboard provides a view of a ...

New look, same feel with Practice Manager

If you’re using Practice Manager, tomorrow when you login you may notice that things look a little different. We’ve updated our older pages in Practice Manager to have a consistent look with the rest of Xero. Read on to learn more about what’s changed.     Your new look UI In June 2014, we released ...