Activate or deactivate estate-agent staff
Change the staff active status through the supported status action.
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Change the staff active status through the supported status action.
- Use the staff status control to activate or deactivate the selected account, then check the saved active state. Account/session behaviour also depends on the host CRM; do not infer a terminated session solely from the toggle.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Use the staff status control to activate or deactivate the selected account, then check the saved active state. Account/session behaviour also depends on the host CRM; do not infer a terminated session solely from the toggle.
Check it worked
The saved identity, relationship and status match the intended account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Use the staff status control to activate or deactivate the selected account, then check the saved active state. Account/session behaviour also depends on the host CRM; do not infer a terminated session solely from the toggle.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.