Hi, I have a request of giving a user appropriate license and security role in Dynamics CE where we have installed Sales, Customer Service and PSA modules. A user needs to be able to update projects.
Looking at licensing guide it seems that PSA license is not giving rights to do create, update or delete operations on quotes or orders for example. But still some out of the box security roles that come with PSA have a lot of privileges on quotes and orders. Are roles such as Project Manager meant to be used just in combination with Sales Enterprise license? We have some users with Team Member license who do time entries registration for example, but some of them need to help with other stuff occasionally and I am wondering if we have to buy Sales license as well or should I just tailor a custom security role for our need.
I am new to PSA and would appreciate some clarification.
Thanks in advance