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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminMukti Prabhakar (Admin, Xero) responded  · 

Hi Community! Me again ☺️

I'm happy to share that we have just rolled out these Product & service permissions to all users. To recap the change - within User Settings you'll now find there are multiple options to assign Product & service permission for an Invoice only user

  • No access
  • View
  • View and create/edit
  • View, create/edit, and adjust stock

We really value the input we have received from our community in the needs for more granular permissions for Inventory. We believe this new set of options will effectively meet the needs of the majority of our users. Thank you for your input! 🎉🙏

Show previous admin responses (5)
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  • Ryan Snyman commented  ·   ·  Report

    This is a "Common Sense" feature for users with Invoice Only access. I was surprised to find access was not there when a new user was added. Come on Xero - sort this feature out.

  • Penny Kirmes commented  ·   ·  Report

    How do we escalate this issue to get some attention?

  • Jodie Almond commented  ·   ·  Report

    Need users to be able to update product prices without full admin user rights.

  • Peter Barsdell commented  ·   ·  Report

    @Alfred Kirmes I don't believe they do monitor these forums. This specific issue has been ongoing forever. I found a post that was imported from a previous forum covering the same issue... They just don't care at all.

  • Penny Kirmes commented  ·   ·  Report

    Are these boards even monitored by XERO? I have not seen a response from Xero regarding this issue.

  • Sally Thring commented  ·   ·  Report

    I have just taken on a new client who has a very busy shop. I am trying to get them fully on to issuing invoices on Xero, having the products on Xero would help so much, surely this feature shouldn't be limited to people with full access alone, it's madness. Xero please can you sort this issue?

  • Karen Mete commented  ·   ·  Report

    Jeni what accounts system did you move to? Xero just don't seem to care

  • Jeni Lord commented  ·   ·  Report

    I moved away from Xero after just 3 months as we couldn't use this without giving full financial info to floor staff, which I wasn't prepared to do..... shame, it was good apart from that!

  • Alison Gunn commented  ·   ·  Report

    How long do we have to wait for this? I added the comment months ago and I do not believe Xero staff have even looked at this thread. Access to inventory and the ability to update prices without all of my bank accounts is essential for my business

  • Giles Simpson commented  ·   ·  Report

    This is really important to us. I love most of Xero but we are close to having to look at other competitors if this can't be resolved. Is there not a solution already? I would hope that Xero Team would monitor the thread and update us if there is a work around or solution?

  • Martin Adams commented  ·   ·  Report

    I completely agree with comment below. We are in the same position-our logistics manager cannot have access to inventory without access to finance.
    This is an essential change

  • Khin Ma Ma Win commented  ·   ·  Report

    Hi Can Xero team make this setting change as soon as possible. it is critical for us. Our logistics user must have full access to inventory at the same time they shouldn't have access to financial data. It's just a simple change to standard user access to have "Optional" access for "Bank accounts and balances".
    Hope Xero team response our request ASAP.

  • Lisa von Sturmer commented  ·   ·  Report

    Can we get an update on this please?? It's been ages with no progress on what should be a basic functionality.

  • Megan Jensen commented  ·   ·  Report

    I fully support the above. I am in a similar position. Without the ability to restrict access to bank accounts I am unable to pass inventory management on to another staff member. I have a team member responsible for dispatch and warehousing and would like him to manage inventory as part of his role. By having to manage this myself it impacts workflow for both myself and employees, as I am not always available to action immediately and draws my time from more important tasks.

  • Tash Hogg commented  ·   ·  Report

    Can Xero give us an update on this, super important to us

  • Colleen McCudden commented  ·   ·  Report

    I have found the "cart blanche" user settings quite bizarre. essentially have to give sales assistant access to company financials. what the???

  • Amarjeet Atkar commented  ·   ·  Report

    Agree 100%, xero needs to finetune their user permissions breaking them down to various areas of the software (Sales, Inventory, Purchases etc etc).

    Funny their own product Workflow Max does this much better. You can easily tick options from a big list of permission that can be granted to staff.
    Even MYOB provides this feature.

    This is a very basic expectation from Xero. Hopefully their development team is working on this.

  • James Martin commented  ·   ·  Report

    We currently cannot use inventory in Xero. Most of our users are "invoice only" users and they cannot see inventory. We cannot give everyone full access just so that they can use inventory. It is disturbing that Xero doesn't have this option to begin with and it's even more disturbing that Xero is ignoring all the requests on the matter.

  • Melanie Jeavons commented  ·   ·  Report

    Agree on absolutely all counts. My stock manager has to ask accounts staff for a stock list of items every month end so he can do a stock take.

    He should be able to do that himself. At the moment he can only view po's that he has created.

    He should be able to see all stock po's and the bills pertaining to each order, as well as being able to view and amend stock items, all without being able to view any other areas of Xero. And I totally agree with John on 13 September, I voted for this before with the other 40 voters. Why is it being ignored??

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