User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
Stuart Dunbabin
shared this idea
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Mueen Hyder
commented
Is there any follow up on this idea?
I have a client wanting to have staff use an invoice import facility but they can't due to access rights being restricted
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Rebecca Rotheram
commented
Hi Has this now been done? I can't figure out how to give my invoice only users access to the connected app function. Basically I want them access to business importer which will streamline a lot of processes.
The app however is useless if I can't give anyone access without giving them access to very sensitive information