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 🙂 🙏
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Candice Tootell
commented
I have the same problem as all the others: I only have myself and a sales man in our team. I want the sales man to have access to view the inventory on hand and on order, however not be able to edit any inventory or order etc. I have looked through all the various user options and none provide that or even a decent workaround. I get that xero is not a stock system and that inventory is there purely for accounting reasons, but it's a simple fix Xero! Please do!
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Jody Burton
commented
This is critical for many users that only have Sales/Purchases access. Please provide this option urgently
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Fiona Rainer
commented
We are new to Xero and have only just been made aware that to have access to the inventory you must also be granted access to financials. We cannot understand the rationale behind this and it is an absolute deal breaker for us.
Our sales, and sales admin, staff must have access to the inventory to allow them to perform their roles effectively but to give them access to the financials would result in a breach of highly sensitive information such as wages.
Please can you amend the user settings process so that each feature is available as an individual permission. Surely this would not be a difficult change to make? Every business is different so the process should reflect this and give customers the flexibility to manage access accordingly as the current set up is just not viable.
It is also disappointing to see that we are not the only ones to have raised this vital issue over the past year or so and yet no changes have been made. Even an explanation as to why this may be would be appreciated.
As it stands, if no changes are planned for the very near future, we will have to revert to our previous accounts package which would be a real shame as this issue is the only problem we have with Xero.
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Dave Hickey
commented
My client is looking at changing software at this point as they cannot comprehend how such a 'glitch' can happen. Clearly an issue with software developers not understanding needs and focusing on more '****' add ons!
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Rupert Stuart-Baker
commented
Happy New Year Xero team! Please can we make this year the year you are able to separate user permissions which will prevent accounts admin from seeing full bank details and critical financial information ?
Thank you, in anticipation!
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Troy Tobing
commented
To compliance with internal control, the segregation function is critical.
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Gary Lowe
commented
I've contacted XERO in the past about this feature but as of yet nothing, which I find bizarre as for me this is an essential requirement of any accounts package.
I am also looking at alternative providers now as I don't feel that we're being heard.
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Jonothon East
commented
This is a must for me!!
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Jon Layton
commented
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?
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Jon Layton
commented
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?
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Samuel Dawson
commented
I second Jonathan's sentiments.
Having to manage products myself, when I pay somebody to do that job is not only a waste of my time, but it also impacts my manager's sense of ownership in her role. -
Samuel Attias
commented
Please we need this for our organisation
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Nikki McPherson
commented
Xero please explain why such a simple request that staff do not see the business' financials, but can still access products & services not yet be implemented????
We are your customers & paying your wages & yet even after so many of your loyal customers have written in asking for this to be changed you are yet to do anything!
Why??
PLEASE LISTEN TO YOUR CUSTOMERS!We are all so very busy & yet we have taken the time to submit our frustration in having something so very simple actioned!
This small request in providing our employees access to products & services within the Xero system to update inventory cannot be action within the employees seeing their employer's financials! This creates additional workload on employers who are paying the staff to complete such a basic task!WAKE UP XERO MANAGEMENT OR YOUR CUSTOMERS WILL GO ELSEWHERE!!!
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Kristy Mackie
commented
This should be a standard user access in Xero. We have a storeman that maintains products and services and can see bank info through the accounting tab even though I have hidden everything from the dashboard.
This needs to be fixed asap!! -
Lerissa Palm
commented
It feels like a basic requirement to have more micro control over what users can access in the system.
I mean, we have "Invoice Only" user access, so why not this?
Hopefully this is an upcoming feature. -
Simon Leaity
commented
Come on xero, this is basic simple stuff
Please listen to your customers for a change and implement -
Melanie Jeavons
commented
Why is this being ignored? Please at least acknowledge that you are looking into it!
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Jenny Woodward
commented
From the comments below, you need to get this sorted ASAP.
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Jenny Woodward
commented
The above is a great suggestion but has not be actioned. I am in a similar position where the Warehouse Manager cannot access the purchases/products services without having access to the financial information of the company.
Please can this be organised
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Jacki Hocking
commented
We need the team member who orders products to be able to update purchase and sell price information, but she does not need access to the bank account or accounting functions. Hence we only want her to have Invoice Only (Purchases) access with access to the Products and Services module.