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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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  • Hazel Edwards commented  ·   ·  Report

    Our purchasing officer needs to be able to add products that need to be purchased. It looks like this is a common request.

    Would also be great if a product could be added from the purchase order screen rather than having to open a whole new screen to add an item this is very time consuming.

  • Mandy Keep commented  ·   ·  Report

    Some employees need have invoice only user rights, but also need access to products and services. If they have access to create invoices, they must also have the option to access the products and services.

  • Adam Sheppard commented  ·   ·  Report

    Staff that have access to invoices, need to be able to add products to use on those invoices, without having full Xero access or bank access.

    Please add this as a permission setting.

  • Tina McLeod commented  ·   ·  Report

    Client needs to be able to give access to staff to Products and Services without also letting them access all the bank accounts and financials. This is impossible to do at the moment.

    Xero - Any update on when this absolutely necessary feature will be available?

  • Gina Chapman commented  ·   ·  Report

    We are moving to MYOB Advanced ERP. We have waited long enough and the inventory functionality and user permissions in Xero (as well as timesheet reporting/payroll) is so below even basic expectations of an accounting software.

    Sad, because I had always been a Xero supporter. Forget beautiful, maybe try functional for a while...

  • Chris Curlett commented  ·   ·  Report

    The whole User Roles system is so below par it is scary - definitely NOT fit for purpose.

    Come on XERO how may users have to support a great idea for you to move and fix a problem!

    The User Roles system is far to wide and opens up for to much information to all staff. It needs fixing.

  • Meth Kudagama commented  ·   ·  Report

    Almost 2 years on... and still nothing from Xero. Disappointing. Xero Product Development team, please fix this!

  • Chris Curlett commented  ·   ·  Report

    Come on Xero - this is basic and goes back to 2022 but nothing has happened. How many users are needed to say their is a problem before something happens.

    Permissions are at the hart of a system and the current levels leave the system open to Fraud!

  • Sadie Mitchell commented  ·   ·  Report

    Totally agree - there needs to be a lot more flexibility on adding users and their permissions. We have to implement procedures for security and audit purposes but Xero does not enable this. Xero has grown in usage and needs to back this up with flexibility.

  • Clare Heaviside commented  ·   ·  Report

    Without this feature this product is no longer fit for purpose for my business

  • Yegor Sak commented  ·   ·  Report

    +1 how is this not a feature? This suggestion is 9 years old now.

  • Diane Mooney commented  ·   ·  Report

    I am shocked this isn't allowed, took me by surprise when went to do it. Assumed it would automatically allow it.

    WHY XERO?!

  • Con Strydom commented  ·   ·  Report

    This is critical for our business, can we please have an update on when this will be implemented?

  • peter taylor commented  ·   ·  Report

    THE PRODUCTS AND SERVICES SHOWS INVENTORIES THAT HAVE BEEN MADE FOR CUSTOMERS ,AND I NEED MY STAFF TO BE ABLE TO ACCESS THESE , THEY CANT UNLESS I GIVE THEN HIGHER ACCESS AND THAT WILL BE GIVING THEM ACCESS TO SENSITIVE INFORMATION
    THEY HAVE TO COME TO ME ALL THE TIME FOR ME TO ACCESS IT FOR THEM

  • peter taylor commented  ·   ·  Report

    I NEED TO GIVE PRODUCTS AND SERVICES TO LOW LEVEL USERS

  • Richard Reeve commented  ·   ·  Report

    Yes it would be very useful to allow editing products for low levelk permission users, I don't see any reason why this should be so protected

  • Chris Henderson commented  ·   ·  Report

    I have had a look around at the list of add ons available for inventory where we can integrate to Xero and either they are too big for our use, charge two or three times what we are paying for xero monthly, or are designed for specific industries that dont work for us. I could spend some money and have a programmer develop our own inventory module and integrate but that seems quite an expense and with it being specific would have maintenance costs I don't want. MYOB has inventory and maybe we should just go and use that. MYOB has shortcomings, but so does Xero. Different application but same story in a different shade. At least we could maintain our products on our shelves.

    sincerely, frustrated with Xero

  • Yvonne Tay commented  ·   ·  Report

    This is a very important function for our organisation.
    I have 3 staff appending invoices, and they need to check the inventory and also check inventory report function.
    This is to ease their responsibility in creating invoices and checking items.

    Please add this function asap.

    Please let us know when will this be available?

  • Tamzin Smith commented  ·   ·  Report

    Has anyone found a software that has this feature? Please advise what other options are out there as my client is so frustrated with Xero and I would love to know what else to suggest to him as he needs to move asap, this function is a deal breaker.

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