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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Karen Mete commented
Jeni what accounts system did you move to? Xero just don't seem to care
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Jeni Lord commented
I moved away from Xero after just 3 months as we couldn't use this without giving full financial info to floor staff, which I wasn't prepared to do..... shame, it was good apart from that!
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Alison Gunn commented
How long do we have to wait for this? I added the comment months ago and I do not believe Xero staff have even looked at this thread. Access to inventory and the ability to update prices without all of my bank accounts is essential for my business
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Giles Simpson commented
This is really important to us. I love most of Xero but we are close to having to look at other competitors if this can't be resolved. Is there not a solution already? I would hope that Xero Team would monitor the thread and update us if there is a work around or solution?
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Martin Adams commented
I completely agree with comment below. We are in the same position-our logistics manager cannot have access to inventory without access to finance.
This is an essential change -
Khin Ma Ma Win commented
Hi Can Xero team make this setting change as soon as possible. it is critical for us. Our logistics user must have full access to inventory at the same time they shouldn't have access to financial data. It's just a simple change to standard user access to have "Optional" access for "Bank accounts and balances".
Hope Xero team response our request ASAP. -
Tash Hogg commented
Can Xero give us an update on this, super important to us
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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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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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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.
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Brent Doven commented
Xero, please fix this ASAP, surely it's an easy change.
It is really dumb that with the new quote form to add a new product it opens up products in a new window. then once you've added the product you have to go and save and refresh your quote. Bad backward step. As well as being disjointed and a waste of time a user in sales can now not even add a product to a quote. But they can still do it in a purchase order.
Get it sorted, please.