Create or update a Real Estate permission assignment

Select staff/role and supported feature capabilities.

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. Select staff/role and supported feature capabilities.
3. The modal posts permissions[feature][] values. Save only capabilities appropriate to the user’s role.
4. Save the assignment, then check the affected account against an authorised record.

Fields, rules and limits

• The modal posts permissions[feature][] values. Save only capabilities appropriate to the user’s role.

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?

The modal posts permissions[feature][] values. Save only capabilities appropriate to the user’s role.

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.

Useful next steps

• Use the Real Estate Permissions table
• Delete a Real Estate permission assignment
• Grant permission-manager access
• Find the current module menus
• Browse all merged module guides