Real Estate Management — Permissions, roles, plans and prefixes
Apply every registered capability, configure real-estate roles/plans and maintain generated record prefixes.
Understand all Real Estate capability groups
Understand all Real Estate capability groupsReview every permission registered by the module.Admin Area → Setup → Roles → Permissions
Open guide →GuideGrant Real Estate dashboard access
Grant Real Estate dashboard accessAllow a role to open the Real Estate dashboard.Admin Area → Setup → Roles → Real Estate → Dashboard → View
Open guide →GuideGrant estate-agent view-own or view access
Grant estate-agent view-own or view accessControl whether users see only owned/company records or all accessible estate-agent records.Admin Area → Setup → Roles → Real Estate Agent
Open guide →GuideGrant estate-agent staff access
Grant estate-agent staff accessControl agent-staff listing, creation, editing and deletion.Admin Area → Setup → Roles → Real Estate Agent Staff
Open guide →GuideGrant property-owner access
Grant property-owner accessControl owner records by ownership or full scope.Admin Area → Setup → Roles → Property Owner
Open guide →GuideGrant business-broker access
Grant business-broker accessControl broker companies and owned/all records.Admin Area → Setup → Roles → Business Broker
Open guide →GuideGrant broker-request access
Grant broker-request accessControl property-to-broker request records.Admin Area → Setup → Roles → Request Broker
Open guide →GuideGrant property access
Grant property accessControl listing visibility and CRUD actions.Admin Area → Setup → Roles → Property
Open guide →GuideGrant property-approval access
Grant property-approval accessControl approval workspace visibility and approval action.Admin Area → Setup → Roles → Property Approval
Open guide →GuideGrant buy-request access
Grant buy-request accessControl buy-request visibility and CRUD actions.Admin Area → Setup → Roles → Buy Request
Open guide →GuideGrant rent-request access
Grant rent-request accessControl rent-request visibility and CRUD actions.Admin Area → Setup → Roles → Rent Request
Open guide →GuideGrant tenant access
Grant tenant accessControl tenant visibility and editing.Admin Area → Setup → Roles → Tenant
Open guide →GuideGrant report access
Grant report accessAllow the Real Estate report workspace.Admin Area → Setup → Roles → Real Estate Report → View
Open guide →GuideGrant permission-manager access
Grant permission-manager accessAllow authorised staff to view/create/edit/delete Real Estate permission records.Admin Area → Setup → Roles → Real Estate Permission
Open guide →GuideUse the Real Estate Permissions table
Use the Real Estate Permissions tableReview staff/role permission records exposed by the module.Admin Area → Settings → Permissions
Open guide →GuideCreate or update a Real Estate permission assignment
Create or update a Real Estate permission assignmentSelect staff/role and supported feature capabilities.Admin Area → Settings → Permissions → Add/Edit
Open guide →GuideDelete a Real Estate permission assignment
Delete a Real Estate permission assignmentRemove an obsolete module-specific permission record.Admin Area → Settings → Permissions → Delete
Open guide →GuideCreate a Real Estate role
Create a Real Estate roleAdd a role name and role type used by module plans/staff.Admin Area → Settings → General Settings → Roles → New Role
Open guide →GuideEdit a Real Estate role and propagate permissions
Edit a Real Estate role and propagate permissionsUpdate role values and choose whether linked staff permissions are updated.Admin Area → Settings → General Settings → Roles → Edit
Open guide →GuideDelete a Real Estate role
Delete a Real Estate roleRemove a role only after checking plans and staff links.Admin Area → Settings → General Settings → Roles → Delete
Open guide →GuideCreate a Real Estate plan
Create a Real Estate planDefine company/freelance plan behaviour, role, rate and monthly listing limit.Admin Area → Settings → General Settings → Plans → New Plan
Open guide →GuideEdit or delete a Real Estate plan
Edit or delete a Real Estate planMaintain plan limits and role mapping or remove an unused plan.Admin Area → Settings → General Settings → Plans
Open guide →GuideConfigure property numbering
Configure property numberingSet real_property_prefix and real_property_number.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideConfigure property-owner numbering
Configure property-owner numberingSet real_property_owner_prefix and real_property_owner_number.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideConfigure company numbering
Configure company numberingSet real_company_prefix and real_company_number.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideConfigure business-broker numbering
Configure business-broker numberingSet real_business_broker_prefix and real_business_broker_number.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideConfigure broker-staff numbering
Configure broker-staff numberingSet real_broker_staff_prefix and real_broker_staff_number.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideConfigure general staff-code numbering
Configure general staff-code numberingSet staff_code_prefix and staff_code_number used by module staff records.Admin Area → Settings → General Settings → Prefix Settings
Open guide →GuideTroubleshoot a hidden Real Estate menu
Troubleshoot a hidden Real Estate menuCompare activation, role capabilities, view-own ownership and company context.Admin Area → Setup → Roles and the intended Real Estate menu
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