Settings and activity
4 results found
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74 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Tracy Bevan
supported this idea
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405 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 Tracy Bevan
supported this idea
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117 votesTracy Bevan
supported this idea
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86 votes
An error occurred while saving the comment Tracy Bevan
commented
It would be really useful to be able to create subtasks under tasks as for some of our contracts staff will be carrying out the same task but charged under deifferent charge rates depending on their experience/qualifications, etc.
For example Joe Bloggs and Jenny Block carried out survey work but Joe is a surveyor and Jenny is a trainee so the rates will be charged to client differently.
Tracy Bevan
supported this idea
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I agree, I have invoice only access but also have admin access to Xero Projects.
I do not have access to inventory so have to type in new tasks for each project I open which is very time consuming and unnecessary.