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  1. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

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    43 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

    This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.


    Ivana Samra supported this idea  · 
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    Ivana Samra commented  · 

    Hi There,
    Therefore from your response you are sending me to a different section of Xero to share my frustration with others who also share the same frustration as I, that your platform has an inability to supply your client base with a simple tool to enable quoting done from a member of staff who by no means needs to know any other function than simple quoting. Seriously Xero! How old are you? Have you never been able to build something so simple as this request - what is wrong with you data back end building staff, can't they construct this code? Maybe you need new and uptodate IT coding staff. It's 2025 and still financial privacy is put at risk by your platform as you seem to be too lazy to assist so many people who need this. Has Xero ever heard of Privacy - it appears not!

    Not at all happy - seriously!