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! 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! 🎉🙏
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Lisa Taylor
commented
I Agree - My clients Sales Manager needs to be able to add new inventory items as they are made available, but does not need to see the bank accounts/transactions where they can what amounts othe people in the business are receiving,
There should be roles that cover - operations as in sales, purchases, inventory, client records / then Financial Reporting - all reports except Banking / and also Financial FULL to have a view of everything. Within each to be able to select which reports/areas they can see.
XERO - when will there be an update as this could be mean an accounts system provider changer for my clients to a system that allows selective access to each business area.
I cannot fathom out why you would want a standard user to have access to the Business Finances. -
Penny Kirmes
commented
Would love to see a response from XERO on this matter.
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Giles Simpson
commented
Critical for team to be able to add and update product info, pricing etc - without needing to have access to bank account etc. Completely different level of team member and doesn;t need owner/director level to do this.
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Gerard Berg
commented
This feature is not just nice-to-have.
It is a critical flaw in logic not to have it. -
Luke Edwards
commented
It would be great if "Invoice only" users could also access Products and Services as well, without the need of access to all financial info.
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Janine Hutchinson
commented
We have an employee in the business who chases debts. But she cannot run a debtors list so I have to print one out every time she wants an update. It would be great if there was a tick box like in Dear inventory to add many different levels of access
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Joe Flahive
commented
Access to products and sales is needed for some members of staff. Otherwise it stalls our process!
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Tracy Bevan
commented
I agree, I have invoice only access but also have admin access to Xero Projects.
I do not have access to inventory so have to type in new tasks for each project I open which is very time consuming and unnecessary.
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Rodney Lingham
commented
It would be great if "Invoice only" users could also access Products and Services as well, without the need of access to all financial info.
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Jennifer Anderson
commented
Employees dont need access to bank account
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Megan Walker
commented
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
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Jade Bramley
commented
Critical that this feature be added to user with limited access.
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Peter Drinan
commented
Hi, It is really unusual for someone that can see bank transactions to be the only people that can add products.
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Yvonne Churchman
commented
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.
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Sharon Walker
commented
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.
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John Gonzalez
commented
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.
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Peter Barsdell
commented
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.
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Nikki Ray
commented
Fully agree that this needs to be a critical feature.
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Brent Doven
commented
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.
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Rebecca Morris
commented
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.