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

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    261 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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.

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    Amanda Littler - Young commented  · 

    I would also like to include my disappointment at the products and services function not being accessible without giving access to banking information. We have 2 estimators who require the products and services function to estimate project costs based on the price of products we purchase, which is input into Xero by our accounts department. However, they do not need to access the banking information. I currently cannot allow them product and services access. This therefore, reduces productivity. An update on whether there are any changes in relation to this would be much appreciated.

    Amanda Littler - Young supported this idea  ·