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

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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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    Stacey Woodford commented  · 

    We took on a new client in March 2024 and moved them over to Xero, we had not realised that a user can only manage all areas of inventory with access to the bank. Our client needs the users to be able to fully manage inventory, they use product codes in their POs and quotes on a day-to-day basis and may need to change or add a product to enable them to do their PO or quote but they don't want them to see the bank. Quickbooks managed this OK. Our clients has advised: The only thing outstanding that is still important to us is finding a solution on Xero to enable our Admin team to access the products/services module without seeing all the financial data that should only be seen by the Managing Director. If there is anything that can be done as this still remains a priority issue for us.

    Stacey Woodford supported this idea  ·