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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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    224 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

    Karen Rehayem supported this idea  · 
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    Karen Rehayem commented  · 

    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.

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    Karen Rehayem commented  · 

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

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    Karen Rehayem commented  · 

    It is imperative that our sales staff have access to the stock list. They do NOT need to see the companies financials or bank accounts. It is also slowing down my own job down because I am the only one that can access the stock list, because I have full access and everytime they need to price something or look at part numbers I have to stop and find it for them, this is not efficient. There needs to be more scope for choosing access for purchase/sales staff.