Enter your idea

This is so crucial, im having to give staff access to bank balances only to add products...

I've mentioned this issue to our Xero rep who mentioned she would pass this on to the technical dept (not sure if she actually did) and would recommend everyone else doing the same. Hopefully, if enough of us mention it to them, it'll get enough traction for them to make the change.

This is such an important feature - and is split across/ duplicated in at least one other "idea" .

I love so much of Xero but i don't understand why Xero will not give an update /feedback on why this is not possible for them to add as a feature/role.

To me it doesn't feel like a difficult thing to add, nor does it feel like it would be a divisive thing. So I just don't understand why Xero won't give any updates at all on this request.

I totally agree with everyone's comments as to why Xero cannot make a simple change for User Roles so staff to only access Purchases/Sales only and not all the financial side of a business.

It would make my job easier and my frustration not as intense if this was made available to all.

this idea was first shared March 2015?! I agree with all of these comments, I just don't understand why they cannot or don't allow this access, but without access to the bank accounts and accounting information

support to the above statement because impossible ask operational ppl to access bank detail with the Standard / Advisors.

This is such an important update to do. We have just started using Xero this month and have only just found this problem in the program. If this feature is not changed we will need to consider changing to a new program.

Just to add my voice to this request, we're increasingly running up against little things like this which add incremental admin load which we could avoid - at least a notification of whether it will be considered / roadmapped or rejected would give us a chance to make a business decision around it.

I doubt anyone from Xero is even looking at this thread. This has been going on for so long now and no one has even bothered to respond. I know a lot of people who have left Xero for this reason, and we are looking at doing the same. I have 5 sales people who cannot use the system to it's full potential because they cannot access the inventory (products and services) and they do not need full access to our bank accounts. It is really getting beyond a joke now.

This is critical and really needs to be looked at asap, otherwise a lot of people will be jumping ship

I agree - we need users who are invoice only to have access to this.

This is a critical function required to help inventory management

We kindly request the inclusion of an option that grants Invoice Only users the ability to create and edit products, while withholding access to sensitive functionalities such as bank account information and staff wage management. This feature is of significant importance to our operations, and we believe its implementation within the software should be feasible without undue complexity.

This an important update, I have a client who wishes his staff who have invoice only access to inventory in more detail and not have access to financial information.

I don't understand why this isn't an option, have added an operations role to our org, they don't need access to everything else, but operationally they need to be able to create/edit inventory items but can't.

Yes, i agree - we have just switched from MYOB and my team could add products and services in MYOB - we ought to be able to do this as well. I am finding that Xero's user access limited and cannot be tailored to what my business needs which means more work for me as a business owner cause I cannot delegate tasks to my staff as before.

We have been using Xero for 8 years and I cannot get it how I am not able to lock bank statements and sensitive information without avoiding our colleagues working with sales/purchases to see inventory / products and services.

It looks like that Xero team just cannot see the frustration which has been caused. It is not a problem when you have one person doing everything. Any problems will start when your team is getting bigger.

I am not a software engineer, but is there a real problem to do something like that ?

So many things have been changed, the layout of reports etc. We could survive with old reports which worked quite well as we have been able to edit layouts.

BUT Inventory put on the same level with bank accounts, Vat returns..

There seems to be several threads currently running with the same basic theme - to give access to change and manage the inventory without also having access to the bank account details. All the threads have different vote numbers, but added together they are a sizable number of paying customers. Sorry Xero, but it is too late to change for me. Its off to Quick Books we go.

I agree with the OP.
My client has one employee employed to deal with stock and stock control, which he cannot do without giving him access to the sensitive financial information, which cannot happen

Someone on the shop front does not need to see financials.
They should be allowed to add / update products
create quotes and create/convert to invoice