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  1. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    116 votes

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    44 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.


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    Greg Knowles commented  · 

    As a small business, this would be extremely beneficial to us, so that our business development manager can prepare quotes, but not have access to all the other invoicing and banking details. A tick box option to manage user access to components would be the BEST outcome for many businesses, I'm sure. We would greatly appreciate Xero fast-tracking this option.

    Greg Knowles supported this idea  ·