Roles and Permission Coupled with Flow Diagram

[jaspal.loyal]

Hello all

Although Sugar is very dynamic, the team must have followed a flow diagram, I have searched everywhere and I cannot find a definitive document or post which has a flow diagram coupled with roles a permissions.

Effectively the flow diagram would be like,

Lead>Opportunity>Contact>Account (You would obviously use Visio or something of that nature to illustrate the information)

Roles and Permissions

Sales (Would have access to leads, opportunities, account and contacts.) Then you would have a chart with the permissions setup.

Account Manager etc….

This would provide any user using sugar with a grate bases to work from.

Can any provide any information?

[egork]

I am running a trial with sales this is exactly what they are asking about too. What are we supposed to do, what is the best way throught the system. We will be having a session with SugarCRM team member soon on this topic. I will make him aware abou this thread.

[jaspal.loyal]

OK

Let identify typical roles within a company that sugar can work with.

Sales
Support
Management

Can the Sugar Team shead some light on the topic.