Grant report access
Allow the Real Estate report workspace.
Where to goAdmin Area → Setup → Roles → Real Estate Report → View
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.
- Allow the Real Estate report workspace.
- The report menu checks real_report view.
- The account can perform the intended action within its company and record scope.
Fields, rules and limits
- The report menu checks real_report view.
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 report menu checks real_report view.
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.