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Teamlink User Roles

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Schedule Access -Grant edit/add permissions Scheduling for Teamlink Users

Currently when one sets up permissions for TeamLink access to functions within Sage, there is an option to select 'All' for schedule. However, 'All' is not all for anyone outside of administrators. I have a contractor running a site and I wish the...
Dan Skinner 2 months ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman 3 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 2 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater 8 months ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl 3 months ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 3 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 6 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration