Edit or delete a Real Estate plan
Maintain plan limits and role mapping or remove an unused plan.
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.
- Maintain plan limits and role mapping or remove an unused plan.
- Check linked companies before deletion. Read-only plans should not be treated as freely editable by users.
- Save the assignment, then check the affected account against an authorised record.
Fields, rules and limits
- Check linked companies before deletion. Read-only plans should not be treated as freely editable by users.
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?
Check linked companies before deletion. Read-only plans should not be treated as freely editable by users.
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.