Workflow

Real Estate Management — Estate-agent companies and staff

Create and govern estate-agent companies, staff identities, profiles, approval flags and company-owned access.

21 connected guidesLive filterPermission-aware instructions
21 guides
Guide

Open the Real Estate Agents register

Open the Real Estate Agents registerReview estate-agent companies visible to the current user.Admin Area → Property Operations → Real Estate Agents

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Create an estate-agent company

Create an estate-agent companyCreate a company with identity, contact, address, plan and administrator details.Admin Area → Property Operations → Real Estate Agents → New

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Edit an estate-agent company

Edit an estate-agent companyUpdate company profile, addresses, plan and related staff settings.Admin Area → Property Operations → Real Estate Agents → open company → Edit

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Delete an estate-agent company

Delete an estate-agent companyRemove an unused company after checking staff, properties, requests and files.Admin Area → Property Operations → Real Estate Agents → Delete

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Upload or remove an estate-agent profile image

Upload or remove an estate-agent profile imageMaintain the company image used in supported views/PDFs.Admin Area → Property Operations → Real Estate Agents → open company

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Manage estate-agent company addresses

Manage estate-agent company addressesMaintain primary, billing and shipping fields.Admin Area → Property Operations → Real Estate Agents → open company → Edit

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Set estate-agent company social links

Set estate-agent company social linksStore Facebook, Instagram, WhatsApp and website links where exposed.Admin Area → Property Operations → Real Estate Agents → open company → Edit

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Assign a plan to an estate-agent company

Assign a plan to an estate-agent companySelect the plan that determines role/rate/listing conditions.Admin Area → Property Operations → Real Estate Agents → open company → Plan

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Open My Staff

Open My StaffReview construction/estate-agent staff when not inside a company-owned context.Admin Area → Property Operations → My Staff

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Open company staff

Open company staffReview staff attached to a specific estate-agent company.Admin Area → Property Operations → Real Estate Agents → open company → Staff

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Create an estate-agent staff member

Create an estate-agent staff memberAdd identity, login, role, department and company-linked metadata.Admin Area → Property Operations → My Staff / company → Add Staff

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Edit an estate-agent staff member

Edit an estate-agent staff memberUpdate profile, role, departments, company and account settings.Admin Area → Property Operations → My Staff → open staff → Edit

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Activate or deactivate estate-agent staff

Activate or deactivate estate-agent staffChange the staff active status through the supported status action.Admin Area → Property Operations → My Staff → Status

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Mark estate-agent staff as public or private

Mark estate-agent staff as public or privateControl the mark_public flag used by supported public/company displays.Admin Area → Property Operations → My Staff → Public status

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Set an approval manager

Set an approval managerChange is_approval_manager for the selected staff member.Admin Area → Property Operations → My Staff → Approval Manager

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Require a staff member’s properties to be approved

Require a staff member’s properties to be approvedChange require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals

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Remove a staff profile image

Remove a staff profile imageDelete the stored staff image through the supported action.Admin Area → Property Operations → My Staff → open staff → Remove Image

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Delete estate-agent staff

Delete estate-agent staffRemove a staff record only after transferring owned records and assignments.Admin Area → Property Operations → My Staff → Delete

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Check estate-agent company email uniqueness

Check estate-agent company email uniquenessResolve a duplicate-email validation response on company save.Admin Area → Property Operations → Real Estate Agents → New/Edit

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Check staff email uniqueness

Check staff email uniquenessResolve a duplicate staff email before saving.Admin Area → Property Operations → My Staff → New/Edit

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Understand staff-in-company menu behaviour

Understand staff-in-company menu behaviourKnow why My Real Estate Agent replaces some all-company menus.Admin Area → Property Operations

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