Settings and activity
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397 votes
Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
An error occurred while saving the comment Peter Barsdell supported this idea · -
430 votes
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.
An error occurred while saving the comment Peter Barsdell commented@Alfred Kirmes I don't believe they do monitor these forums. This specific issue has been ongoing forever. I found a post that was imported from a previous forum covering the same issue... They just don't care at all.
Peter Barsdell supported this idea ·An error occurred while saving the comment Peter Barsdell commentedOur sales team need to know what is in our stock room but don't need access to the bank accounts.
As an example, we have a customer who wants a 22" monitor. Sales know we keep stock of monitors but don't know what is currently in stock (Make, Model, Size, ports, sale price and purchase price). There is no way for them to search tracked items in Xero to quote a product that is in stock.
Instead they have to ask someone to physically search the stock room or bother someone who has "Standard" or "Advisor" level access to Xero to search "Products & Services". This puts unnecessary work onto our bookkeeper to update the sales team with what is in stock.The same applies for our purchasing manager, He orders products form suppliers, books them into the stockroom using the "Tracked Inventory Item" feature. For some reason, we also need to give him full access to see all bank accounts.
Very sad to see that this issue has been on the product ideas website since September 2013... and only just now in April 2024 do we get a post from the community manager. Saying that, thankyou Kelly Munro for giving us a response.
Id also like to add a note for others, the permission system in Xero is a big problem too, and probably a blocker to this. there has been an issue on the product ideas site (since this site was created) about the inability to give xero users access to the products section of xero without letting them see the bank feed. Though in theory this should be a simple intergration for xero to built, to me, as an outsider, Xero have a lot of work on their permissions system before they can work on this.