Edit a Real Estate role and propagate permissions
Update role values and choose whether linked staff permissions are updated.
Before you start
An administrator manages core roles. Delegated module permissions require the appropriate real_permission capability.
Follow these steps
- Open the named role, plan or permission assignment.
- Update role values and choose whether linked staff permissions are updated.
- Plan Details contains the module role list. A role has a name and role type; when editing, review Update staff permissions before saving. These module roles are distinct from the core CRM role permission screen.
- Save the assignment, then check the affected account against an authorised record.
Fields, rules and limits
- Plan Details contains the module role list. A role has a name and role type; when editing, review Update staff permissions before saving. These module roles are distinct from the core CRM role permission screen.
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?
Plan Details contains the module role list. A role has a name and role type; when editing, review Update staff permissions before saving. These module roles are distinct from the core CRM role permission screen.
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.