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.
-
Anja Wakeford commented
This request has been lodged in May 2022 already and this is a critical function for business owners who has office staff responsible for inventory.
Can we please get this updated to make everyone on Xero accounting's life easier???
I am sure there are lots of business owners looking for this update, but not taking the time to vote on this page.
Thank you Xero Team, we hope to see this upgrade before the end on 2022.
-
Dan McCourt commented
The spectrum for access is far too broad. and needs to be refined so user access can be granted/retrcited to invoicing, being able to see relevant bank entries, however have no access to financial accounts and or other bank account pertaining to an entity that has numerous bank accounts for each business entity operating thorugh one had entity.
-
Timothy Simpson commented
Please sort out this feature XERO - This would be most helpful.
-
Josiah Ogilvie commented
This is a "Common Sense" feature for users with Invoice Only access. I was surprised to find access was not there when a new user was added. Come on Xero - sort this feature out.
-
Penny Kirmes commented
How do we escalate this issue to get some attention?
-
Brent Doven commented
this forum is an absolute joke
-
Jodie Almond commented
Need users to be able to update product prices without full admin user rights.
-
Peter Barsdell commented
@Alfred Kirmes I don't believe they do monitor these forums. This specific issue has been ongoing forever. I found a post that was imported from a previous forum covering the same issue... They just don't care at all.
-
Penny Kirmes commented
Are these boards even monitored by XERO? I have not seen a response from Xero regarding this issue.
-
Sally Thring commented
I have just taken on a new client who has a very busy shop. I am trying to get them fully on to issuing invoices on Xero, having the products on Xero would help so much, surely this feature shouldn't be limited to people with full access alone, it's madness. Xero please can you sort this issue?
-
Karen Mete commented
Jeni what accounts system did you move to? Xero just don't seem to care
-
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!
-
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
-
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?
-
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. -
Lisa von Sturmer commented
Can we get an update on this please?? It's been ages with no progress on what should be a basic functionality.
-
Megan Jensen commented
I fully support the above. I am in a similar position. Without the ability to restrict access to bank accounts I am unable to pass inventory management on to another staff member. I have a team member responsible for dispatch and warehousing and would like him to manage inventory as part of his role. By having to manage this myself it impacts workflow for both myself and employees, as I am not always available to action immediately and draws my time from more important tasks.
-
Tash Hogg commented
Can Xero give us an update on this, super important to us
-
Colleen McCudden commented
I have found the "cart blanche" user settings quite bizarre. essentially have to give sales assistant access to company financials. what the???