Collaboration is part of business. However, not every member of your team needs access to your company’s financial data in its entirety.
For example, your payroll administrator may only need access to the payroll function of your Xero account and nothing else.
A level of access in Xero is determined by a user role. We have found that it’s easier to make a decision of what kind of user role you want your staff members, your accountant or financial advisers to have by looking at what they can view on each role. These are the different roles that you can select between if you have the “Business Edition” of Xero:
When you use Xero you can invite users to access your financial information and decide how much information they have access to. See below how to invite users and set a role, or access level, that’s right for them.
When using the Standard and Adviser roles you can also give the user access to “Manage Users” and “Payroll Admin”. The manage user box allows the person to add, remove and change the access for the different user roles. The payroll admin box gives the user access to the payroll.
Here is a quick snapshot displaying the different user roles. If you want more detailed information visit the comparison table in Xero or read on for some more details.
If you have Manage Users access, you can change the role and permissions for any user for your Xero organisation. You’ll need Payroll Admin permission if you want give Payroll Admin permission to another user. The only role that can’t be changed in this screen is your organisation’s subscriber.
June 2017 – Payment Types In Xero
May 2017 – Inventory Items In Xero
April 2017 – Xero’s Inbuilt Calculator
March 2017 – Expense Claims In Xero
February 2017 – Customise The Dashboard In Xero
January 2017 – Customisable New Reports In Xero
December 2016 – Email Templates In Xero
November 2016 – Bank Rules In Xero
October 2016 – Smart Lists In Xero
September 2016 – Files in Xero
August 2016 – Direct Bank Feeds In Xero
July 2016 – Managing Bills and Purchases in Xero
June 2016 – Shortcuts In Xero
May 2016 – Email Integration
April 2016 – Recurring Sales Invoices
March 2016 – Two Step Authentication
February 2016 – Xero Search
January 2016 – File Storage in Xero
December 2015 – Invoice Reminders
November 2015 – Xero on the go, with Xero Touch
October 2015 – Invoice Payment Terms
September 2015 – Sales Invoice Customisation
August 2015 – Business Performance Review
July 2015 – Cash Coding In Xero
June 2015 – Xero to Xero Billing
May 2015 – Find and Recode
April 2015 – Online Invoicing