Permissions - User Roles to Submit and Approve Quotes and Purchase Orders
It is really basic, the permission control is not flexible and give more options. How about to give multiple choosing box for permissions. I want to create a user and give him permission to create and print quotations and a purchase order permission to create and submit for approval. Because the purchase approval permission i want to give to the manager levels only.
Faisal Baras
shared this idea
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
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Jeanette Craddock
commented
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.
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tiffany chia
commented
Very important for company to maintain confidential accounting numbers
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AdminXero Team
(Admin, Xero)
commented
Ability to only give new users quote access only.
Purpose: Having more options when giving someone else access to Xero org.