User roles - Allow Products and services as an optional user role
I have managed to do invoice only - approve and pay so that my staff can see all sales, purchases, sales orders and purchase orders but cannot see the banks accounts, however they now cannot see products and services which they need to
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votes
Hi Amy, thanks for raising this here. You can assign Product and services permissions to users with the invoice only and read only roles. I've attached a link to our Xero central idea here for further review. If you require further assistance with this, please do not hesitate to reach out to our support team! :)