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318 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…
Jon Layton
supported this idea
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432 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 An error occurred while saving the comment Jon Layton
commented
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?
Jon Layton
supported this idea
·
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?