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480 votes
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.
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Steve Winchcombe
supported this idea
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258 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Steve Winchcombe
supported this idea
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434 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Steve Winchcombe
supported this idea
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Hi All, we recently migrated to Xero in May this year. Faced with this issue ourselves, my procurement manager is unable to edit products and services with his 'Invoice Only (Approve and Pay)' permissions, and, based on comments in this thread, it has been an ongoing issue for 10 years. Xero support suggested using a couple of apps like Cin7, but they cost around £3k per annum.
Therefore, I have built an application code-named 'Preditor' (product editor) that we are using internally. I am currently investigating launching Preditor on the Xero app store. Obviously, there will be costs associated with launching the app, so I wanted to gauge if it's something people want and are willing to pay towards the running costs. I estimate the cost to be £10 per month. If you are interested, please use the Microsoft 365 Forms link below to vote for your interest.
https://forms.office.com/e/HiRrPzepGJ
I hope to have the first version released within a couple of months, depending on Xero's app store process/validation.
If I get enough positive responses, then I’ll share some additional details on workflow and screenshots in the coming weeks.
I see this as a short-term answer to the issue, as, to be honest, it’s a feature that should be a default setting within Xero.
Update to original post: I have been receiving responses asking about features, so I created a quick walkthrough video of my current build for demonstration purposes.
https://youtu.be/JP-4NS29swE
Steve.