Enter your idea

Agree 100%, xero needs to finetune their user permissions breaking them down to various areas of the software (Sales, Inventory, Purchases etc etc).

Funny their own product Workflow Max does this much better. You can easily tick options from a big list of permission that can be granted to staff.
Even MYOB provides this feature.

This is a very basic expectation from Xero. Hopefully their development team is working on this.

We currently cannot use inventory in Xero. Most of our users are "invoice only" users and they cannot see inventory. We cannot give everyone full access just so that they can use inventory. It is disturbing that Xero doesn't have this option to begin with and it's even more disturbing that Xero is ignoring all the requests on the matter.

Agree on absolutely all counts. My stock manager has to ask accounts staff for a stock list of items every month end so he can do a stock take.

He should be able to do that himself. At the moment he can only view po's that he has created.

He should be able to see all stock po's and the bills pertaining to each order, as well as being able to view and amend stock items, all without being able to view any other areas of Xero. And I totally agree with John on 13 September, I voted for this before with the other 40 voters. Why is it being ignored??

I Agree - My clients Sales Manager needs to be able to add new inventory items as they are made available, but does not need to see the bank accounts/transactions where they can what amounts othe people in the business are receiving,
There should be roles that cover - operations as in sales, purchases, inventory, client records / then Financial Reporting - all reports except Banking / and also Financial FULL to have a view of everything. Within each to be able to select which reports/areas they can see.
XERO - when will there be an update as this could be mean an accounts system provider changer for my clients to a system that allows selective access to each business area.
I cannot fathom out why you would want a standard user to have access to the Business Finances.

Would love to see a response from XERO on this matter.

Critical for team to be able to add and update product info, pricing etc - without needing to have access to bank account etc. Completely different level of team member and doesn;t need owner/director level to do this.

This feature is not just nice-to-have.
It is a critical flaw in logic not to have it.

It would be great if "Invoice only" users could also access Products and Services as well, without the need of access to all financial info.

We have an employee in the business who chases debts. But she cannot run a debtors list so I have to print one out every time she wants an update. It would be great if there was a tick box like in Dear inventory to add many different levels of access

Access to products and sales is needed for some members of staff. Otherwise it stalls our process!

I agree, I have invoice only access but also have admin access to Xero Projects.

I do not have access to inventory so have to type in new tasks for each project I open which is very time consuming and unnecessary.

It would be great if "Invoice only" users could also access Products and Services as well, without the need of access to all financial info.

Employees dont need access to bank account

Very critical as we don't want employees to have access to the bank but need them to be able to have access to the products and services

Critical that this feature be added to user with limited access.

Hi, It is really unusual for someone that can see bank transactions to be the only people that can add products.

Thanks Jonathan, I agree 100% with your suggestions, Xero is great but it needs greater flexibility and options to refine user permissions so staff can access products and services and contacts without seeing all the dashboard and bank account activity which does not concern them.

This is definitely something Xero needs to address...It is of importance to some companies that Sales Managers need access to be able to update and amend stock items without having to have access to Financials. I dont understand why this has never been addressed and offered.

I can't fathom why users need to see all financials just to access (view, never mind edit) Products and Services. There's another idea from 2015 called "User Role - Access to Products & Services (Inventory) and Purchases/Sales only" with 41 votes.

Please note it is incredibly rude not to even acknowledge ideas with dozens of votes.

Our sales team need to know what is in our stock room but don't need access to the bank accounts.

As an example, we have a customer who wants a 22" monitor. Sales know we keep stock of monitors but don't know what is currently in stock (Make, Model, Size, ports, sale price and purchase price). There is no way for them to search tracked items in Xero to quote a product that is in stock.
Instead they have to ask someone to physically search the stock room or bother someone who has "Standard" or "Advisor" level access to Xero to search "Products & Services". This puts unnecessary work onto our bookkeeper to update the sales team with what is in stock.

The same applies for our purchasing manager, He orders products form suppliers, books them into the stockroom using the "Tracked Inventory Item" feature. For some reason, we also need to give him full access to see all bank accounts.