Assign a plan to an estate-agent company
Select the plan that determines role/rate/listing conditions.
Where to goProperties Management → Property Operations → Real Estate Agents → open company → Plan
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.
- Select the plan that determines role/rate/listing conditions.
- Verify plan limits and role mapping before applying.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Verify plan limits and role mapping before applying.
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?
Verify plan limits and role mapping before applying.
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.