XERO: User roles and permissions

26th November 2021

For businesses that require staff to have access to their Xero but do not want their employees to be able to view all details of their business there are different permissions and roles you can allocate to different users.

 

Roles

Adviser- This role is the highest role you can give someone; therefore, it includes full access to the Xero database.

 

Standard- This role is the next step down from adviser and includes all access, however, you cannot run reports, budgets, or journals.

 

Read only- This role allows access to all areas excluding inventory, multicurrency, payroll, and settings. However, no adjustments can be made to the software as it is a read only version.

 

Invoice only- This role is beneficial for businesses who do not want employees to have access to bank accounts as it only allows access to contacts, expense claims and files, some invoice only roles allow access to inventory, purchases and sales.

 

Permissions

There are many permissions you can add onto these roles to allow users to add other users, allow access to reports and many others.

 

If you feel these roles and permissions would be helpful for your business, please contact me to talk this over and tailor Xero to you.

Other items in Blogs
Luke Bacon
11th January 2022 31-Jan-22 tax: can it be reduced?

For those clients that prepare self-assessment personal tax returns, 31 January is always tax payment day. This tax will primarily be based on your personal income for the tax year ended 5 April 2021, potentially made up of 2 components: The balancing payment for 2020/21 (total 2020/21 tax less 31-Jan-21 and 31-Jul-21 payments on account).…

Vanessa Pearson
11th January 2022 Chancellor announces £1bn in grants

On 21 December 2021, Chancellor of the Exchequer, Rishi Sunak, unveiled a £1 billion COVID-19 fund, including cash grants of up to £6,000 per premises for each eligible firm in the hospitality and leisure sector.   Mr Sunak said the government would also help certain firms with the cost of sick pay for COVID-related absences. The Chancellor also announced…

Jodie Pheby
6th January 2022 HMRC deadline now effectively 28-Feb

Due to the continuing difficulties that Covid continues to present, today HM Revenue and Customs (HMRC) have announced they are waiving late filing and late payment penalties for Self Assessment taxpayers for one month – giving extra time, if needed, to complete your 2020 to 2021 tax return and pay any tax due.   HMRC…

Ben Kilby
5th January 2022 Home office pod: the tax pros & cons

If there is one question I have been asked by our business clients more than any other since the pandemic began, it is “How can I tax efficiently purchase a garden home office pod, to run my business from”?   Unfortunately there is no simple single answer to this question, and best advice will depend…

Steven Denton
5th January 2022 HMRC latest guidance for employers

HMRC has published the latest edition of the Employer Bulletin. This guidance for employers, and their agents, includes articles on: reporting PAYE information in real time when payments are made early at Christmas preventing and correcting payroll errors Health and Social Care – National Insurance contribution increase UK-Swiss Convention on Social Security Coordination COVID-19 –…

Ian Piper
4th January 2022 Business credit rating: top 10 tips

For some businesses having a strong credit rating is fundamental to their future success. It can affect availability of supplier credit, the ability to borrow and eligibility to be on customer/prospect tender lists as an approved supplier. For many other businesses, however, this credit rating is totally irrelevant. Experian is one of the major rating…