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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

User Role: Quotes access only

Started by Annaliese Wagemakers in Feature Requests | Idea

With the new Quotes feature, is it possible to give someone access to only do quotes?
Official Xero Reply
Hi everyone, popping in to update you of a few changes in this space. Updates to User Roles in Xero will be added soon, not only giving a refresh in the interface, but some needed changes in the back-end. This is to support new Expenses and Projects and the extra staff roles they require.

While we have updated the user settings, this release doesn’t extend to Quotes, and we don’t have any plans to add more Quote specific roles this year (2018). However, I wanted to be upfront in our recent changes and how this affects you all.
Happy to answer any questions here, but please do head to our Blog first for more information about these changes.

Brittany H (Community Manager)

Best Reply as chosen by Annaliese Wagemakers (Original Poster)
so important in most organizations where the people generating quotes don't need access (or shouldn't see) much else

Chad Thomas