Open company staff
Review staff attached to a specific estate-agent company.
Where to goProperties Management → Property Operations → Real Estate Agents → open company → Staff
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Review staff attached to a specific estate-agent company.
- The company_staff_table is scoped by company_id.
- The saved identity, relationship and status match the intended account.
Fields, rules and limits
- The company_staff_table is scoped by company_id.
Check it worked
The saved identity, relationship and status match the intended account.
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 company_staff_table is scoped by company_id.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.