User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
Bridie Williams
shared this idea
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Kirsten Crutchley
commented
This is the problem that we have just stumbled up against. My colleague has Xero Project access but cannot view bills that are associated with the projects.
I would like read only access to the bills associated with the project rather than having to give full access to Xero.
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Lauren Teal
commented
Add an additional user profile. Call it Project access.
This profile needs to have the standard user permissions but ONLY TO ASSIGNED PROJECTS.
There is not enough information in limited access yet there is open book access for standard. there needs to be something in between.
This would then give Xero the ability to have a "client portal" where in construction, interior design or trades for example they can give their customer access to the project to see the costs and time associated with their project.