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For small businesses: Settings & user roles

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User Role: Quotes access only

Ability to only give new users quote access only.

Purpose: Having more options when giving someone else access to Xero org.

55 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Karen Mansell commented  ·   ·  Report

    Hi, I just want to allow a clients staff member quoting only, as the client doesn't want the staff member access to all invoices.

  • Jeanette Craddock commented  ·   ·  Report

    I want to give a user the ability to send quotes ONLY from xero. Currently xero also allows that user to invoice a client as well which is inappropriate and too much access.

  • tiffany chia commented  ·   ·  Report

    Very important for company to maintain confidential accounting numbers

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