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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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    Pauline Duggan commented  · 

    Xero!! Please take heed of these requests its critical!

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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!