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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Pete Donnelly commented
@Chris Henderson. I'd be interested to know what software you are using to get around the ill-thought built-in user access levels. Could you share it with us all please? Xero clearly isn't going to help the community... Many thanks.
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Chris Henderson commented
asap please. We are going to use another software to help us. Note the more we move aspects to, or use, other software the more distant we get from needing xero.
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Brooke Fraser commented
My client is still waiting for this feature to be improved! The changes to reports you're making at the end of July will affect how I do my job but currently my client is working 24/7 as he has to do all levels of his business because he doesn't want to give access to his business information to junior staff. In small country towns with no sense of loyalty these days, business owners need to guard their information with an iron fist otherwise their competitors will get an edge over them. Business conditions & life is hard enough as it is. If you support mental health as much as you say you do, get in there, stop changing reports that work well - are clean & crisp & readable - and send that time allocation over to create a new user role! Maybe by Father's Day some of these hard working people can spend the day with their kids instead of the back end of Xero.
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Jo Newton commented
It would be incredibly valuable for procurement/purchasing officers to view and be able to make changes in this area (this is part of their job!). They do not need to see the rest of the financial accounts.
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Damon Moore commented
Here's what it actually means.., XERO,
For any BUSINESS OWNER who doesn't want their admin staff to see the companies bank balances, (probably most I would guess?? What do you think Xero??) this business owner then has to do their own admin relating to adding, changing, updating ANY inventory item.
Yay! I personally couldn't think of anything else I'd rather be doing - as a business owner!
SO, by enabling bank balances to be visible while doing any admin relating to inventory, this current setting is fundamentally detrimental to business and productivity. -
Damon Moore commented
Hey Xero, Brent Doven, and any other Xero staff member who wants to reply to this thread with some half assed response, instead of actually DOING WHAT IS NEEDED!
Clearly YOU GUYS (Xero) don't operate your own businesses!!
EG,
Lets say you operate your own business, you have a guy (Buffo) who works the forklift and manages the location of stock on the warehouse floor. Sometimes Buffo needs to update the descriptions of stock on the floor, or add a new item etc..
Question;
Why the **** does Buffo need to see the balance of the companies bank accounts to do his job ?????????????? ffsSORT THIS OUT
muppets -
Brent Doven commented
I contacted xero support today regading the issue, response as follows:
"Thanks for getting in contact with Xero Support.
We understand your frustration with this as this is a feature many users of Xero want implemented into our product, I can also see based on the comments of the Xero Product Idea that other users share the same opinion.
Our Product team are working hard in introducing and updating new features inside Xero all the time to support our customers needs. We’re currently unable to provide a timeframe as to when any changes may be made, however it will be taken into consideration for future developments in Xero.
In the meantime, the best way to get in touch with our Product team on your issue, is to vote and comment on the Xero Product Idea itself.
We do apologise for any inconvenience caused."
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Chris Hoult commented
For everyone who is following this functionality request closely and need it as desperately as my business does...I reached out to Xero Support about this particular item. The response I got is that it is not in their current pipeline for development.
Maybe we need to get more people onto requesting this functionality to show its actual importance.
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Aqua-Tech Accounts commented
Hi Xero it’s been a while since this request has been created and we still can’t give access to products and services to our admin team. It should be an easy fix.
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James Martin commented
This is a shocking oversight on the part of Xero. Why would I want my inventory person to have access to my bank accounts??? This makes the inventory function useless for anything except a single-user business.
It's even more frustrating that people have been asking for this fix for years and Xero is just ignoring us.
Xero could fix this in an afternoon if they cared to do so.
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Karen Mete commented
Baffling they aren't reverting to what they already had in place re access ................... worked perfectly well 🤷♀️
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Trevor Frier commented
It is difficult to understand why this isn't taken more seriously by the developers. After browsing through the many comments, this is an very key issue for many of its customers. Most other accounting software product recognize the need to user access and security as an important business function and have more dynamic user controls. These are essential internal control requirements. Xero should take this seriously and redevelop the user accessibility settings.
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Abdilhadi Jeragh commented
This is critical and Xero team needs to rethink about the user permission page.
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Annette Allen commented
Why would I want a member of the admin team who needs to access products and services seeing the business bank balance? This is a no brainier!
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Kaitlyne Zaaiman commented
require access to inventory and tracked items without exposing the dashboard containing all the financials and bank details to the staff
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Paul Clark commented
Really hurting our business admin not having this feature, please implement
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Suncoast Marine Electrical commented
Xero, can you please update this through your next system update
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Advanx Robin commented
I need invoice + inventory + products access but not to bank accounts. Please actually do something about this.
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Nigel Arnold commented
This is a critical feature for our business. We have administrative staff needing access to Quotes and Product and Services but not the bank account transactions. More granularity for user control is required.
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Megan Harris commented
This update is critical for our business. I've just employed an office worker with the invoice only user role and she needs access to add and update product information to complete her job.
I imagine there would be a lot of businesses that are in the same situation and need this update.