Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User roles - Quote Only User Role with Restricted Inventory Access

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Matthew, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers

    An error occurred while saving the comment
    Lou Clarkson commented  · 

    We have guys out on site who need to be able to raise a quote for a client while they are on site for parts or additional works for their call out but we don't want those engineers to have access to see all of the sales invoices for the larger projects and we don't want them to have to wait until someone in the office approves it whilst they are waiting on site for it to be done.

    I'd like a there to be a way that we can set permissions for certain users to be able to create and send quotes to clients but without having the option to view all sales invoices and details. I'd like them to be able to have access to see their own quotes only.

    Lou Clarkson supported this idea  ·