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.
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
-
Kaitlyne Zaaiman
commented
require access to inventory and tracked items without exposing the dashboard containing all the financials and bank details to the staff
-
Paul Clark
commented
Really hurting our business admin not having this feature, please implement
-
Suncoast Marine Electrical
commented
Xero, can you please update this through your next system update
-
Advanx Robin
commented
I need invoice + inventory + products access but not to bank accounts. Please actually do something about this.
-
Nigel Arnold
commented
This is a critical feature for our business. We have administrative staff needing access to Quotes and Product and Services but not the bank account transactions. More granularity for user control is required.
-
Megan Harris
commented
This update is critical for our business. I've just employed an office worker with the invoice only user role and she needs access to add and update product information to complete her job.
I imagine there would be a lot of businesses that are in the same situation and need this update. -
Emma Rosenblatt (Accounts)
commented
Customisation of access levels would solve these issues. For example, Xero could have default/standard access levels as there is now, but also have the option to design our own access levels would be a significant improvement to the program because at the moment the lack of flexibility is making it hard for all different types of businesses to fit into this cookie cutter program.
-
Tamzin Smith
commented
So the Xero support case that I logged responded and said that the user can add inventory items - however I have gone through his Xero profile and nowhere is there any option for him to add a new item. He can type a description for something and invoice it out, but then it is not tracked and completely circumvents the stock system and hence stock variances will occur.
Xero - please can you urgently look into giving permissions to invoice roles to add and edit stock items. Judging from the comments below, this is a crucial feature. -
David Henderson-Begg
commented
This has recently become a problem for us... consider this Xero... do you think it is appropriate that someone who manages stock is automatically granted the ability to see all staff salaries because the permissions are not granular enough?
Less focus on the pretty... more focus on the functional please!
-
Tania Steenkamp
commented
This is important to clients. That not all employees have access to veiwing the bank, but can update product listing
-
Laraine Frizzell
commented
We also have the same requirement - access to stock items without access to bank record.
-
Vander .T
commented
My colleague always need to check inventory status (the qty, the transaction related to inventory). However they do not have the access to REPORT . So giving them access to Business - product and services allowing them check inventory every now and then.
Currently they always need to trouble colleague who has the report access to give them the inventory report . That is adding burden to colleague who is buzy with other task.
-
Penny Kirmes
commented
^^^Above, where it indicates "Xero Team shared this idea", please note that this transpired back in March, 2015. Not sure that this request has met the criteria for progress/change
-
Barbara Jirout
commented
This is absolutely key. Without this functionality we may need to switch software - which we'd hate to do as Xero is great in every other way.
We absolutely cannot give access to banking to our staff who need to issue POs. I can't believe I've really understood this correctly! -
Hannah Cox
commented
Another voice adding to the discussion. I fully agree with and support this idea, I have office assistants who really don't (and shouldn't ) need to see our banking activities but do need to perform basic admin functions including updating inventory. As a small business, the lack of flexibility is causing me huge logistical problems.
-
Victoria Skeat
commented
This is absolutely key. Without this functionality we may need to switch software - which we'd hate to do as Xero is great in every other way.
We absolutely cannot give access to banking to our staff who need to issue POs. I can't believe I've really understood this correctly! -
Claire Brooks
commented
Please make this possible. I have an invoice only user who needs access to the inventory to create quotes, but I don't want to give him access to the banking, which is the only other option
-
Chantel Van der Walt
commented
I agree - we have the same requirement
-
Ed Holdsworth
commented
Totally agree. Please allow option to let an Invoice Only user have access for creating/editing products without giving them full access to bank accounts etc...
It's a real issue for us and it shouldn't be that difficult to implement in the software. -
Ed Holdsworth
commented
Please allow option to let an Invoice Only user have access for creating/editing products without giving them full access to bank accounts etc...
It's a real issue for us and it shouldn't be that difficult to implement in the software.