Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
David Fischer
shared this idea
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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Rudi Brits
commented
Would it be possible to have tick-boxes for every user so that we can customize what access this specific user has? Create invoice with tick-box, Approve and mail With Tick-box, What products can be accessed Tick-box, Which clients can be accessed Tick-box. etc.. This will be so helpfull
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David Fischer
commented
I did not realize that on the page where you invite users, when you click in a checkbox, that the box expands. It appears that for example, when you click on the Business and accounting box, that the person has access to bills, bank accounts, reports, etc. It is not clear that when you click in the box, that you then have options. Not an ideal user experience!
https://go.xero.com/app/ABCDE/settings/users/invite