Settings and activity
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1 vote
Thanks for sharing your needs in permissions with us here!
Just to check in terms of the Invoice Only role that you'd be looking to assign your staff - Is this is the Invoice Only draft role? If they don't need access to purchases perhaps the Invoice Only - Sales role would be appropriate where they'd still be able to view all invoices for a contact and can be assigned the 'View' permission for inventory.
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Dr Morse
shared this idea
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475 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment Dr Morse
commented
Absolutely necessary. There should be tick boxes against the list of reports so we can choose which is applicable per standard user.
Dr Morse
supported this idea
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They need to be able to generate a report by date for customers - and therefore require Standard Role.
In turn they then have access to manage inventory.
My request is to have inventory permissions for standard role much like you have actioned for Invoice Only Role.