Property & Compliance Management

Grant property-approval access

Control approval workspace visibility and approval action.

Reviewed 27 October 2026Merged module 2.1.3
Where to goAdmin Area → Setup → Roles → Property Approval

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. Control approval workspace visibility and approval action.
  3. The registered capabilities are View and Approval (stored as create).
  4. The account can perform the intended action within its company and record scope.

Fields, rules and limits

  • The registered capabilities are View and Approval (stored as create).

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 registered capabilities are View and Approval (stored as create).

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.