Open My Staff
Review construction/estate-agent staff when not inside a company-owned context.
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 construction/estate-agent staff when not inside a company-owned context.
- The menu is shown for non-company context when core staff access exists.
- The saved identity, relationship and status match the intended account.
Fields, rules and limits
- The menu is shown for non-company context when core staff access exists.
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 menu is shown for non-company context when core staff access exists.
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.