Open Real Estate settings
Use General Settings, Permissions or Module Guide according to administrator/capability access.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Use General Settings, Permissions or Module Guide according to administrator/capability access.
- General Settings and Module Guide are administrator-only. Non-admin permission managers can receive the Permissions child only.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- General Settings and Module Guide are administrator-only. Non-admin permission managers can receive the Permissions child only.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff 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?
General Settings and Module Guide are administrator-only. Non-admin permission managers can receive the Permissions child only.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.