Partner Edition user roles and their access to reports, budgets, manual journals and fixed assets in Xero
Use this page to compare user roles and their access to reports, budgets, manual journals and fixed assets in Xero Partner Edition.
Reports and budgets user role comparison
|Adviser||Cashbook Client||Managed Client|
|View published reports|
|View, print and export reports||-|
|Access custom reports||-|
|Save a report as a custom report and set or remove it as a default||-||-|
|Publish Bank Reconciliation Summary||-|
|Publish all reports||-||-|
|Copy and edit published reports||-||-|
|Add or edit budgets (Budget Manager)||-|
|View and run limited reports under the Reports menu||-||-|
|View and run all reports on Reports menu||-||-|
|View Expense Claim Summary Report||-|
|View and run reports on Adviser menu||-||-|
|Delete reports||Can delete a published GST Return||-|
|Access or post manual journals||-||-|
|Enter or manage fixed assets||-||-|
Report templates user role
You need 'Edit report templates' permission before you can create or edit report templates in My Xero.
You need the Adviser user role to run report templates within an organisation.