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Very critical as we don't want employees to have access to the bank but need them to be able to have access to the products and services

Critical that this feature be added to user with limited access.

Hi, It is really unusual for someone that can see bank transactions to be the only people that can add products.

Thanks Jonathan, I agree 100% with your suggestions, Xero is great but it needs greater flexibility and options to refine user permissions so staff can access products and services and contacts without seeing all the dashboard and bank account activity which does not concern them.

This is definitely something Xero needs to address...It is of importance to some companies that Sales Managers need access to be able to update and amend stock items without having to have access to Financials. I dont understand why this has never been addressed and offered.

I can't fathom why users need to see all financials just to access (view, never mind edit) Products and Services. There's another idea from 2015 called "User Role - Access to Products & Services (Inventory) and Purchases/Sales only" with 41 votes.

Please note it is incredibly rude not to even acknowledge ideas with dozens of votes.

Our sales team need to know what is in our stock room but don't need access to the bank accounts.

As an example, we have a customer who wants a 22" monitor. Sales know we keep stock of monitors but don't know what is currently in stock (Make, Model, Size, ports, sale price and purchase price). There is no way for them to search tracked items in Xero to quote a product that is in stock.
Instead they have to ask someone to physically search the stock room or bother someone who has "Standard" or "Advisor" level access to Xero to search "Products & Services". This puts unnecessary work onto our bookkeeper to update the sales team with what is in stock.

The same applies for our purchasing manager, He orders products form suppliers, books them into the stockroom using the "Tracked Inventory Item" feature. For some reason, we also need to give him full access to see all bank accounts.

Fully agree that this needs to be a critical feature.

Xero, please fix this ASAP, surely it's an easy change.

It is really dumb that with the new quote form to add a new product it opens up products in a new window. then once you've added the product you have to go and save and refresh your quote. Bad backward step. As well as being disjointed and a waste of time a user in sales can now not even add a product to a quote. But they can still do it in a purchase order.

Get it sorted, please.

Credit control - Allow a user to have access to only sales invoicing and reports i.e. no access to the bank nor be able to edit settings. It seems odd that someone who can raise/send sales invoices cannot run an aged debtor report without having to be a standard user and have access to pretty much everything.

This is definitely a feature that will be useful to our clients

Since this thread is over 7 years old and nobody from Xero has even bothered to reply, it seems to be a case of xero fux given!

I need sales & purchasing persons to be able to add and edit products.

I need my new production manager to be able to write invoices and add products to make an invoice.
Basic really. Adding products to make an invoice for new items I sell clients.
Access to my bank accounts should not have to be available to him just to write an invoice. When will this be changed.

I would like to give the person that is in control of invoicing the various items out also the control to update the pricing on a quarterly basis, but still need to be able to do the final approval instead of giving them full access to enable them to do their job.

It is really frustrating when you are the one that deals with the suppliers invoices/orders but are unable to view the inventory lists. I hate the thought of having to take time away from my co-workers to be able to see it from them. This needs to be fixed!!

It is imperative that our sales staff have access to the stock list. They do NOT need to see the companies financials or bank accounts. It is also slowing down my own job down because I am the only one that can access the stock list, because I have full access and everytime they need to price something or look at part numbers I have to stop and find it for them, this is not efficient. There needs to be more scope for choosing access for purchase/sales staff.

Totally agree - stock control to the purchasing manager - its is so pointless not having this function

We have people raising purchase orders who can't access products and services so have to contact someone else with access to change prices and run any reports. Absolute madness and a total waste of time

I agree - I can't understand the logic behind the blanket user permissions. Bank accounts etc should be it's own separate tick box!

Inventory & inventory reports should be separated out - why should you need full access to deal with inventory?!