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  1. User Roles - Purchase order only access

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    60 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.

    Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.

    Your feedback here has ben valued in helping us evolve our permissions in the product.

    I'll come back to share once these changes are live. 😁

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    Joy Sicilia Oliveros commented  · 

    This is a huge need for us, people in our wider organisation need to be able to request permission to spend and get approved, doing it in xero enables it to be included in the cashflow etc, but we cannot give them access as we don't want them to have the ability to edit suppliers/ create bills etc.

    Joy Sicilia Oliveros supported this idea  ·