Open the Real Estate Agents register
Review estate-agent companies visible to the current user.
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 estate-agent companies visible to the current user.
- Staff linked to a company can see My Real Estate Agent instead of the all-company register.
- The saved identity, relationship and status match the intended account.
Fields, rules and limits
- Staff linked to a company can see My Real Estate Agent instead of the all-company register.
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?
Staff linked to a company can see My Real Estate Agent instead of the all-company register.
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.