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Accounting software - user restrictions

Xero sales user

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Client currently using Xero, however, would like an employee having access to their own sales. As far as I can see Xero only allows for users to have access to all sales and not certain customers.

Has anyone managed to adjust the user settings for Xero or what package would you recommend?

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By Paul Crowley
10th Jun 2021 12:54

.Anon

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By Leywood
10th Jun 2021 14:32

There is that lack of respect, again.

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OG
By Catherine-Xero
17th Jun 2021 17:17

Hi - an overview of the roles available in Xero is here > https://central.xero.com/s/article/User-roles-explained#Typesofuserroles

While you cannot restrict a user to see only certain contacts across the board, there is an invoice only role type that allows a user to only see the transactions and therefore contacts that they have created > https://central.xero.com/s/article/Invoice-Only-user-role#Onlycreatedraf...

We have many CRM add-on partners if there's a requirement to do precise contact management (outside of Xero) with the relevant accounting transactions syncing with Xero.

Hope this helps.

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