Hello!
I bought a TeamMember license for our Tenant in order to test and understand what is possible with this type of license.
As a general rule and in line with what is written in the documentation, a user with a TeamMember license can see everything, can add nothing (with a few exemptions) and can modify everything that already exists.
- This leads to situations where a Team Member user can modify all the configuration pages (Inventory setup, GL Setup, Resources Setup...). We believe that this does not correspond to the scope of a Team Member.
- A Team Member can post a purchase order for receiving goods, but cannot post/register a warehouse receipt.
- We've noticed that the “can modify anything that exists” rule doesn't seem to apply to Premium modules. A Team Member cannot modify a production or service order, for example.
- The same applies to BC's CRM: a Team Member cannot make any changes to an opportunity/task.
- The documentation mentions that a Team Member can add a quote, which is true. However, they cannot add a quote from an opportunity.
- Etc...
Following these observations, we tried to modify the TeamMember permission using the permissions set, and succeeded in removing some rights (for example, removing the right to modify configuration tables). But we were unable to add any rights (e.g. complete a warehouse receipt or modify a service order).
I would like to understand what the TeamMember license should be used for. We were under the impression that we could use it for, for example, certain employees in the warehouse or garage, who only need to enter a few lines in a receipt or a service order, but don't need to do anything else in BC, or representatives who only need to complete a task in the CRM.
Should the permissions for the TeamMember be similar to those for the Device license? What about the service module, is there a “limited” license that could be used for mechanics in a garage?
What are you using the Team Member Licence for?
Thanks for your insight!
