Grant Real Estate dashboard access
Allow a role to open the Real Estate dashboard. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Roles → Real Estate → Dashboard → View
Before you start
- Use an account with Administrator and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Allow a role to open the Real Estate dashboard. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Setup → Roles → Real Estate → Dashboard → View.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Check the resulting record, status, file, notification or integration effect.
Fields and options to review
Exact actionGrant Real Estate dashboard access
Exact navigationAdmin Area → Setup → Roles → Real Estate → Dashboard → View
Module version1.0.0
Access ruleAdministrator
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Report filtersSelect the displayed month/year/custom period, status, property type, city, listing or payment criteria.
Source verificationOpen source property, request, tenancy, contract, invoice or payment records to reconcile totals.
Rules the system enforces
- The menu uses real_dashboard view.
- Reports require real_report view capability.
- Report results depend on stored status/date/currency values and the current user’s accessible data.
How to confirm it worked
- The supported grant real estate dashboard access flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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