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  1. User roles - Quote Only User Role with Restricted Inventory Access

    9 votes

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    2 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Matthew, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers

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    Lisa Williams commented  · 

    I need the user to access quotes only but to be able to approve, amend and pdf them - they can have access to all quotes but this only, no invoices, banking, reports, no other sales/purchases required etc.,

    Lisa Williams supported this idea  ·