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Property & Compliance Management

Create a Real Estate plan

Define company/freelance plan behaviour, role, rate and monthly listing limit.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Settings → General Settings → Plans → New Plan

Before you start

An administrator manages core roles. Delegated module permissions require the appropriate real_permission capability.

Follow these steps

  1. Open the named role, plan or permission assignment.
  2. Define company/freelance plan behaviour, role, rate and monthly listing limit.
  3. Plans contain name, descriptions, role, payment type, rate, company/freelance flags, monthly listing limit and read-only setting. Select an existing role before applying a plan to a company.
  4. Save the assignment, then check the affected account against an authorised record.

Fields, rules and limits

  • Plans contain name, descriptions, role, payment type, rate, company/freelance flags, monthly listing limit and read-only setting. Select an existing role before applying a plan to a company.

Check it worked

The account can perform the intended action within its company and record scope.

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?

Plans contain name, descriptions, role, payment type, rate, company/freelance flags, monthly listing limit and read-only setting. Select an existing role before applying a plan to a company.

Why is the record or action unavailable?

An administrator manages core roles. Delegated module permissions require the appropriate real_permission capability. Check the current company and record relationship before requesting additional access.