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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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  • Tamzin Smith commented  ·   ·  Report

    So the Xero support case that I logged responded and said that the user can add inventory items - however I have gone through his Xero profile and nowhere is there any option for him to add a new item. He can type a description for something and invoice it out, but then it is not tracked and completely circumvents the stock system and hence stock variances will occur.
    Xero - please can you urgently look into giving permissions to invoice roles to add and edit stock items. Judging from the comments below, this is a crucial feature.

  • David Henderson-Begg commented  ·   ·  Report

    This has recently become a problem for us... consider this Xero... do you think it is appropriate that someone who manages stock is automatically granted the ability to see all staff salaries because the permissions are not granular enough?

    Less focus on the pretty... more focus on the functional please!

  • Tania Steenkamp commented  ·   ·  Report

    This is important to clients. That not all employees have access to veiwing the bank, but can update product listing

  • Laraine Frizzell commented  ·   ·  Report

    We also have the same requirement - access to stock items without access to bank record.

  • Vander .T commented  ·   ·  Report

    My colleague always need to check inventory status (the qty, the transaction related to inventory). However they do not have the access to REPORT . So giving them access to Business - product and services allowing them check inventory every now and then.

    Currently they always need to trouble colleague who has the report access to give them the inventory report . That is adding burden to colleague who is buzy with other task.

  • Penny Kirmes commented  ·   ·  Report

    ^^^Above, where it indicates "Xero Team shared this idea", please note that this transpired back in March, 2015. Not sure that this request has met the criteria for progress/change

  • Barbara Jirout commented  ·   ·  Report

    This is absolutely key. Without this functionality we may need to switch software - which we'd hate to do as Xero is great in every other way.
    We absolutely cannot give access to banking to our staff who need to issue POs. I can't believe I've really understood this correctly!

  • Hannah Cox commented  ·   ·  Report

    Another voice adding to the discussion. I fully agree with and support this idea, I have office assistants who really don't (and shouldn't ) need to see our banking activities but do need to perform basic admin functions including updating inventory. As a small business, the lack of flexibility is causing me huge logistical problems.

  • Victoria Skeat commented  ·   ·  Report

    This is absolutely key. Without this functionality we may need to switch software - which we'd hate to do as Xero is great in every other way.
    We absolutely cannot give access to banking to our staff who need to issue POs. I can't believe I've really understood this correctly!

  • Claire Brooks commented  ·   ·  Report

    Please make this possible. I have an invoice only user who needs access to the inventory to create quotes, but I don't want to give him access to the banking, which is the only other option

  • Ed Holdsworth commented  ·   ·  Report

    Totally agree. Please allow option to let an Invoice Only user have access for creating/editing products without giving them full access to bank accounts etc...
    It's a real issue for us and it shouldn't be that difficult to implement in the software.

  • Ed Holdsworth commented  ·   ·  Report

    Please allow option to let an Invoice Only user have access for creating/editing products without giving them full access to bank accounts etc...
    It's a real issue for us and it shouldn't be that difficult to implement in the software.

  • Kim Jones commented  ·   ·  Report

    Totally agree with the above, we are in the exact same situation. We need our office manager to do our inventory, but we also need the bank details to remain confidential. It seems very odd to us that we can't just switch off the banking access? We currently have our office manager on the higher setting, as our Director does not have time to do the inventory, as you can well imagine. Definitely not ideal.

  • Sandra Cotton commented  ·   ·  Report

    I totally agree, I am in the same position and feel this needs to be rectified asap.

  • Rick Maffescioni commented  ·   ·  Report

    Att:- XERO

    Agreed - please make this available for Invoice Only users

  • Annette Allen commented  ·   ·  Report

    Why would I want admin staff, who creates new product and checks inventory on Xero be able to see all the business banking including salaries.
    Is this being developed and resolved?

  • Magali Mueller commented  ·   ·  Report

    Invoicing goes hand in hand with products and services. Can Xero please provide this as a fix asap.....

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