Xero working as intended????

Hi,

Really hoping someone can clarify if this is normal for Insightly integration with Xero or not?

As a business we restrict who has access to creating invoices though after performing the integration it appears that anyone with a insightly login can not only view accounts but also create invoices regardless of whether they have a Xero log in or not.

Is this intentional, if so it completely scuppers our plans to use insightly and xero integrated.

If it cannot be stopped does anyone know of a way that I can hide the Xero related tab for specific teams or users.

Many thanks

Comments

1 comment

Date Votes

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
August 22, 2019 16:59

Hi Jon,

You can select which users have access to xero here:

https://support.insight.ly/hc/en-us/articles/207227537-Connecting-Insightly-to-Xero

Thank you,

Micah Feldkamp

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