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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.

56 votes

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

    I feel this is critical as you don't want Sales team or other selected members of staff seeing any accounting side of your business. All they need to be able to do is create a quote without still having access to seeing any debtor/creditor accounts

  • Jonathan OReilly commented  ·   ·  Report

    Very important for company to maintain confidential accounting numbers

  • 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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