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

    422 votes

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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.

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    Lisa Taylor commented  · 

    when will this happen Xero? We should be able to assign each feature per individual at the same time being able protect vital financial information.

    Lisa Taylor supported this idea  · 
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    Lisa Taylor commented  · 

    I Agree - My clients Sales Manager needs to be able to add new inventory items as they are made available, but does not need to see the bank accounts/transactions where they can what amounts othe people in the business are receiving,
    There should be roles that cover - operations as in sales, purchases, inventory, client records / then Financial Reporting - all reports except Banking / and also Financial FULL to have a view of everything. Within each to be able to select which reports/areas they can see.
    XERO - when will there be an update as this could be mean an accounts system provider changer for my clients to a system that allows selective access to each business area.
    I cannot fathom out why you would want a standard user to have access to the Business Finances.

  2. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    39 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lisa Taylor supported this idea  · 

  3. Settings - Ability to lock bank Reconciliation Period

    28 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lisa Taylor supported this idea  · 

  4. User Role - Reconcile without access to approve invoices

    74 votes

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

    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. 

    Lisa Taylor supported this idea  ·