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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Chris Curlett commented
Stacy has explained her issue well HOWEVER the entire permissions structure is a mess and needs a rethink.
XERO, with 400+ people thinking the same way, you need to look at this and stop procrastinating.
It is a core operational issue that needs fixing.
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Stacey Woodford commented
We took on a new client in March 2024 and moved them over to Xero, we had not realised that a user can only manage all areas of inventory with access to the bank. Our client needs the users to be able to fully manage inventory, they use product codes in their POs and quotes on a day-to-day basis and may need to change or add a product to enable them to do their PO or quote but they don't want them to see the bank. Quickbooks managed this OK. Our clients has advised: The only thing outstanding that is still important to us is finding a solution on Xero to enable our Admin team to access the products/services module without seeing all the financial data that should only be seen by the Managing Director. If there is anything that can be done as this still remains a priority issue for us.
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Bhavpreet Minhas commented
I find it hard to believe that Xero with such a big number of users, that they have not caught up with these simple operational modules or access issues.
Kelly I have same issue and trying to do a work around it. I cannot do simple PO approval limits per user. Currently I have users placing orders which is causing major issues with budgeting process.
I am hoping Xero update all these simple operational modules or setups -
Barbara Wilson commented
Whilst XERO has been a big improvement on our previous accounting software, this is a major flaw, as it is generally more junior members of staff who maintain inventory and produce PO for frequently purchased items. They do not need to see bank balances. The system needs to be more flexible so that users can tailor what staff do and do not have access to.
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Raymond Moore commented
I just cannot accept this is how this works, fundamental flaw in my view, you can do this in sage, set user role permissions, xero is very restrictive, needs addressed quickly
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Natalie Hobbs commented
Like other users this is time critical for our business - as new subscribers to Xero, we would like to see this change take place asap. I am shocked that this functionality cannot be amended as the two functions are under two different headings ? Urgent action required as a business this could be a decider as to whether we stay with Xero or return to Sage.
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Irene Cursio commented
I agree that this is very necessary. You need certain employees to have access to inventory, but not the bank account being able to see what gets paid and what funds come in. It also gives them access to see what other employees get paid. This is totally not acceptable!!
Thank you for listening to our feedback/comments and suggestions.
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Sandra Cotton commented
This is essential for us
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Shelby Sarlo commented
Changes the way we could be working every day.
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David Hedt commented
Make this happen ASAP.
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Brent Doven commented
Xero is a joke, moving on soon.
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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.