Set up Flow access and resolve missing tabs
An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.
Before you start
An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.
Follow these steps
- Confirm Property & Compliance Management is active and compatible; Flow requires its 2.1.1-or-later interfaces.
- In the normal staff or role permissions screen, grant Property Management Flow View and the appropriate property View or View Own permission.
- Grant Edit/Manage only where the person must change Flow state.
- Grant separate Flow permissions for Zero-Chase, Client Accounting, Migration, Stakeholder Portals or AI Property Manager as needed.
- Check the matching native permissions for compliance, maintenance, landlord, tenant or finance operations.
- Sign in as the intended staff member and check both the visible tabs and a known authorised property.
Check it worked
The person can see the required workspace and only the properties and functions permitted by their role.
If something does not look right
A visible menu does not guarantee permission to change a record. Check both the Flow capability and the native domain grant. An unavailable record may deliberately return a not-found page.
Questions and answers
Why can I see Flow but not Accounting?
Accounting requires the separate Flow finance permission plus native payout or invoice authority. Viewing and managing use different native permissions.
Why is a migration entity absent?
The entity list is filtered by the matching native create permission, such as property creation, compliance creation, or customer plus landlord/tenant/supplier authority.
Can I give a role access through a direct URL?
No. The controller and object checks apply after navigation as well.