User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
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Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
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Lisa von Sturmer commented
Can we get an update on this please?? It's been ages with no progress on what should be a basic functionality.
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Megan Jensen commented
I fully support the above. I am in a similar position. Without the ability to restrict access to bank accounts I am unable to pass inventory management on to another staff member. I have a team member responsible for dispatch and warehousing and would like him to manage inventory as part of his role. By having to manage this myself it impacts workflow for both myself and employees, as I am not always available to action immediately and draws my time from more important tasks.
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Tash Hogg commented
Can Xero give us an update on this, super important to us
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Colleen McCudden commented
I have found the "cart blanche" user settings quite bizarre. essentially have to give sales assistant access to company financials. what the???
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Amarjeet Atkar commented
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.
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James Martin commented
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.
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Melanie Jeavons commented
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??
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Lisa Taylor commented
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. -
Penny Kirmes commented
Would love to see a response from XERO on this matter.
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Giles Simpson commented
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.
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Gerard Berg commented
This feature is not just nice-to-have.
It is a critical flaw in logic not to have it. -
Luke Edwards commented
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.
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Janine Hutchinson commented
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
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Joe Flahive commented
Access to products and sales is needed for some members of staff. Otherwise it stalls our process!
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Tracy Bevan commented
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.
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Rodney Lingham commented
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.
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Jennifer Anderson commented
Employees dont need access to bank account
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Megan Walker commented
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
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Jade Bramley commented
Critical that this feature be added to user with limited access.
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Peter Drinan commented
Hi, It is really unusual for someone that can see bank transactions to be the only people that can add products.