Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    432 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    228 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Fiona Rainer commented  · 

    We are new to Xero and have only just been made aware that to have access to the inventory you must also be granted access to financials. We cannot understand the rationale behind this and it is an absolute deal breaker for us.

    Our sales, and sales admin, staff must have access to the inventory to allow them to perform their roles effectively but to give them access to the financials would result in a breach of highly sensitive information such as wages.

    Please can you amend the user settings process so that each feature is available as an individual permission. Surely this would not be a difficult change to make? Every business is different so the process should reflect this and give customers the flexibility to manage access accordingly as the current set up is just not viable.

    It is also disappointing to see that we are not the only ones to have raised this vital issue over the past year or so and yet no changes have been made. Even an explanation as to why this may be would be appreciated.

    As it stands, if no changes are planned for the very near future, we will have to revert to our previous accounts package which would be a real shame as this issue is the only problem we have with Xero.

    Fiona Rainer supported this idea  ·