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

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    44 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.

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    Nicole Eiriksson commented  · 

    Introduce a dedicated user role that grants permission solely to create quotes. Many companies have team members responsible for preparing small quotes for minor projects, and it would be ideal to have a permission set that allows these users to generate quotes without access to any other functionality.

    Additionally, having a customizable board where statuses can be defined and managed would be an excellent enhancement.

    Nicole Eiriksson supported this idea  ·