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  1. User Roles - Purchase order only access

    193 votes

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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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    Nivethitha Kannan commented  · 

    Currently, we have asked our teams to generate PO using other software or give us manually. We request XERO Team to consider this request to avoid double or manual work.

    Thanks :)

    Nivethitha Kannan supported this idea  · 

  2. User role - Read Only access to reports only

    63 votes

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    submitted  ·  7 comments  ·  Users & setup » User permissions  ·  Admin →
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    Nivethitha Kannan commented  · 

    I’d really like the option to give users read-only access to Reports only, without them seeing my bank, sales, or purchase data.

    Currently, the roles are a bit too bundled together. It would be great if Xero could be more flexible with these types of common customer requests so we can manage our privacy better.
    Hope to see this added soon!"

    Nivethitha Kannan supported this idea  ·