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  1. User Roles - Purchase order only access

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    submitted  ·  54 comments  ·  Users & setup » User permissions  ·  Admin →
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    Pauline Duggan commented  · 

    Credit to Hayley King below I second her request as follows it is essential!!!!

    **Title:** Purchase Order–Only User Access (No Bills Visibility)

    **Request:**
    We would like the ability to assign users access to purchase orders only, without any visibility of supplier bills or broader financial information.

    **Use Case:**
    In our business, operational staff (e.g. apprentices, site staff, or project team members) need to raise and manage purchase orders as part of their role. However, they should not have access to financial data such as supplier bills, costs, or payment details.

    **Current Issue:**
    At present, Xero user roles bundle purchase order access together with bills and supplier information. This means we cannot safely allow team members to create POs without also exposing sensitive financial data.

    **Impact:**

    * Limits our ability to delegate purchasing tasks
    * Creates unnecessary risk by exposing financial information
    * Forces us to rely on manual processes or external tools

    **Suggested Solution:**
    Introduce more granular permissions that allow:

    * Create/edit/view purchase orders
    * Without access to bills, payments, or full supplier financial data

    **Benefit:**
    This would allow businesses to safely involve operational staff in procurement workflows while maintaining appropriate financial controls.

    Pauline Duggan supported this idea  · 
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    Pauline Duggan commented  · 

    I second Tim Jack's comment below!! Seems like Xero would have the infrastructure to include this easily in their package, not sure why it has not already been actioned!