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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Mark Thomas commented  ·   ·  Report

    We NEED this TOO...
    our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information

  • James Jenkins commented  ·   ·  Report

    We NEED this... our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information

  • Jonathan Bergman commented  ·   ·  Report

    There should be the ability to select inventory access for users that have invoice only access.

    For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
    Alternatively, make bank record access, bank reconciliation and bank accounts a selectable feature in all levels of settings so they can be excluded whilst giving permission to specific other features for users. I would love to see this happen because I have an office manager who runs my business for me but as a managing director, I have to enter all the stock items myself to ensure that he does not have access to the bank account information.

    This is not an incredibly valuable use of my time.

    Xero, please look into this.

  • Andrew Johnson commented  ·   ·  Report

    This is a really important feature for my business to limit user access to balances etc when adjusting products and services.

  • Samantha Buck commented  ·   ·  Report

    this would be great for my business, as i would like a member in staff to access all inventory & items without seeing the balances etc.

  • Damon Moore commented  ·   ·  Report

    We operate with our customers supplying us with their PO's..
    We complete the work, then once completed, I forward that PO on to my admin staff who then generate the invoice & send..
    But their PO's can change - as all things do,
    and for my staff to have to have access to account balances etc, just to be able to add or edit a product & service item is almost unacceptable.
    WHY????

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