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.
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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Susan Kings commented
I can't believe the system was set up without the ability to fine tune user roles. As an accountant I recommended Xero to a client, but then the person running AR & AP can't access reports or produce remittance advices without being able to see all bank balances and the whole company financials. Bizarre!! Also this client would like the accounts person to be able to access the Barclaycard and Paypal bank feed, but not the current account and financials. Any chance of this soon?? Thanks Xero!
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Giles Simpson commented
This is critical for us. Hugely embarrassing for the accountants who recommended Xero to us. The worst part is the lack of communication from Xero - in the face of such extensive and sustained customer request for this function. If it was difficult to do then perhaps it would be more understandable. It is unfathomable why this has not been done before now. I really wish Xero would explain, or better still just make the changes.
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Lisa Taylor commented
when will this happen Xero? We should be able to assign each feature per individual at the same time being able protect vital financial information.
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Magali Mueller commented
Fantastic idea, please make this happen, this is critical to the day to day. Seems the very basic things have been missed.
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Jatana Interiors commented
I have been requesting this function change for 8 years.
I am now about to change to another system after loyally staying with Xero and awaiting for this change that Xero has made no effort to correct.Yes, its a design fault in your system! You seem to have absolutely no regards for a very simple and crucial request. Would you like everyone who works for you to see all your financials????? Would you???? Really look forward to hearing from you . -
Aqua-Tech Accounts commented
This is absolutely insane. It causes us a lot of extra work. It should be a very easy fix for Xero and it is extremely disappointing Xero still hasn't made it a priority.
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Yvonne Churchman commented
This issue should be at the very top of Xero's list of updates, it it totally crazy to think that a store person or sales person or a storeman has access to the company financials along with access to stock control options. This should be a basic setting to separate these, its high time Xero took this on board and acted post haste.
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Cleo Margaret Correa commented
Please give us update here. We also need this to fully utilize the function of the products and services
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Caroline Smith commented
Can Xero please give an update on this request? This is limiting our company stock function as we cant allow our stockman to access bank information.
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PETER JONES commented
NOT AT ALL,MY CONCERN IF DIFFERENT THE INVOICING SECTION TO HAVE SUBMIT AT TOP AND BOTTOM OF THE INVOICE PAGES
PETER JONES
FIRECRUNCH AUSTRALIA PL
USER 6 YEARS -
Andrew Fisher commented
Why is this not sorted - hundreds are screaming for it..?!
I have a E-commerce site being built by a 3rd party and he needs access to products and services to add items and pricing - I can't give it to him without showing him the entire guts of my financials .?? -
Hazel Edwards commented
Our purchasing officer needs to be able to add products that need to be purchased. It looks like this is a common request.
Would also be great if a product could be added from the purchase order screen rather than having to open a whole new screen to add an item this is very time consuming.
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Mandy Keep commented
Some employees need have invoice only user rights, but also need access to products and services. If they have access to create invoices, they must also have the option to access the products and services.
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Adam Sheppard commented
Staff that have access to invoices, need to be able to add products to use on those invoices, without having full Xero access or bank access.
Please add this as a permission setting.
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Tina McLeod commented
Client needs to be able to give access to staff to Products and Services without also letting them access all the bank accounts and financials. This is impossible to do at the moment.
Xero - Any update on when this absolutely necessary feature will be available?
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Gina Chapman commented
We are moving to MYOB Advanced ERP. We have waited long enough and the inventory functionality and user permissions in Xero (as well as timesheet reporting/payroll) is so below even basic expectations of an accounting software.
Sad, because I had always been a Xero supporter. Forget beautiful, maybe try functional for a while...
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Chris Curlett commented
The whole User Roles system is so below par it is scary - definitely NOT fit for purpose.
Come on XERO how may users have to support a great idea for you to move and fix a problem!
The User Roles system is far to wide and opens up for to much information to all staff. It needs fixing.
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Meth Kudagama commented
Almost 2 years on... and still nothing from Xero. Disappointing. Xero Product Development team, please fix this!
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Chris Curlett commented
Come on Xero - this is basic and goes back to 2022 but nothing has happened. How many users are needed to say their is a problem before something happens.
Permissions are at the hart of a system and the current levels leave the system open to Fraud!
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Sadie Mitchell commented
Totally agree - there needs to be a lot more flexibility on adding users and their permissions. We have to implement procedures for security and audit purposes but Xero does not enable this. Xero has grown in usage and needs to back this up with flexibility.