Create an estate-agent staff member
Add identity, login, role, department and company-linked metadata.
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.
- Add identity, login, role, department and company-linked metadata.
- Fields include first/last name, email, phone, password, role, departments, language, hourly rate, administrator and staff identifier.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Fields include first/last name, email, phone, password, role, departments, language, hourly rate, administrator and staff identifier.
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?
Fields include first/last name, email, phone, password, role, departments, language, hourly rate, administrator and staff identifier.
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.