User roles and their access to inventory in Xero

Use this page to compare user roles and their access to inventory in Xero Business Edition.

Inventory user role comparison

Full accessLimited access

 

AdvisorStandardIO + Approve and PayIO + SalesIO + Purchases
Add inventory items when creating transactions*Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark
Add inventory items from the Inventory menuImage of a check markImage of a check mark---
Edit and delete inventory itemsImage of a check markImage of a check mark---
View inventory items from the Inventory menuImage of a check markImage of a check mark---
Add inventory item opening balancesImage of a check markImage of a check mark---
Convert untracked inventory items to trackedImage of a check markImage of a check mark---
Convert tracked inventory items to untrackedImage of a check markImage of a check mark---
Mark an inventory item as active or inactiveImage of a check markImage of a check mark---
Export and import inventory itemsImage of a check markImage of a check mark---
Make adjustments to inventory itemsImage of a check markImage of a check mark---

*Users with IO + Approve and Pay, IO + Sales and IO + Purchases access can only add tracked inventory items if the right accounts for tracked inventory have been set up in your organization's chart of accounts.

The following roles have no access to inventory:

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