Permissions - Let sales and purchases users upload to the document library
The new user permissions are an improvement but I see a glaring error. I have admin users who only have access to sales and purchases on my account (ledger clerks etc). They are not able to upload documents to the document library for smart document capture.
Uploading documents appears to be under accounting. I could give them access to it via making them an employee but this removes their access to sales and purchases. Uploading documents is an essential part of what a ledger clerk will do to get invoices and bills onto Xero.
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂