Managing Plans and Plan Details in Britixo Real Estate or Property Management Software UK.

Introduction

In Britixo’s Real Estate module, Plans and Plan Details help you define how agents and their employees work within the system.

• Plan Details allow you to create custom roles and assign permissions tailored to specific job responsibilities.
  
  

• Plans apply constraints, such as how many property listings an agent can create each month.
  
  

By configuring both, you can ensure that agents and their staff have the right access levels and business rules, keeping your property operations consistent and secure.

Step 1: Create a Plan Detail (Custom Role)

1. Go to Real Estate → Settings → Plan Details.
   
   

2. Click New Plan Detail.
   
   

3. Enter the Role Name (e.g., “Sales Agent”, “Property Approver”).
   
   

4. Assign permissions by selecting from the available modules:
   
   

Common Permissions in Plan Details

• Real Estate Dashboard
  
  

• View Global: Employees can access the full dashboard with performance metrics for their assigned agent.
  
  

• Real Estate Agents
  
  

• View Own: See their own agent profile.
  
  

• View Global: See all agent profiles.
  
  

• Edit: Update agent information.
  
  

• Agent Staffs
  
  

• View Global: See all staff for the agent.
  
  

• Create/Edit/Delete: Manage agent employees.
  
  

• Property Owners
  
  

• View Own: See owners they created.
  
  

• View Global: See all owners linked to their agent.
  
  

• Create/Edit/Delete: Manage owner records.
  
  

• Business Brokers
  
  

• View Own: See brokers they created.
  
  

• View Global: See brokers linked to their agent.
  
  

• Create/Edit/Delete: Manage broker records.
  
  

• Assign to Business Brokers
  
  

• View/Create/Delete: Assign properties to brokers.
  
  

• Properties
  
  

• View Own: See only their own or assigned properties.
  
  

• View Global: See all properties linked to their agent.
  
  

• Create/Edit/Delete: Manage property records.
  
  

• Approvals
  
  

• View Global: See approval requests for their agent.
  
  

• Approval Property: Approve properties assigned to them.
  
  

• Buy Requests
  
  

• View Own: See their own and customer requests they handled.
  
  

• View Global: See all buy requests linked to their agent.
  
  

• Create/Edit/Delete: Manage buy requests.
  
  

• Rental Requests
  
  

• View Own: See their own rental requests and requests linked to their customers.
  
  

• View Global: See all rental requests linked to their agent.
  
  

• Create/Edit/Delete: Manage rental requests.
  
  

• Tenants
  
  

• View Own: See only their tenants.
  
  

• View Global: See all tenants linked to their agent.
  
  

• Edit: Update tenant data.
  
  

Tip: Assign permissions carefully. Make sure each employee role only has access to the features they need for their responsibilities.

Step 2: Create a Plan (Constraints for Agents)

1. Go to Real Estate → Settings → Plans.
   
   

2. Click New Plan.
   
   

3. Fill in the required details:
   
   

• Plan Name – descriptive name for the plan (e.g., “Starter Plan”, “Pro Agent Plan”).
  
  

• Monthly Listings – limit the number of properties an agent can create per month.
  
  

• Rate – informational field only; it does not affect current business processes.
  
  

4. Save to complete.
   
   

Step 3: Apply Plan and Plan Details to Agents

• When creating a new Real Estate Agent, you can assign them to a Plan.
  
  

• The Plan Details determine what their employees can access and do in the system.
  
  

• This ensures consistency across your real estate operations.
  
  

Pro Tips

• Use Plan Details for defining role-based permissions.
  
  

• Use Plans for setting business limits like monthly listings.
  
  

• Regularly review permissions to avoid giving excessive access.
  
  

• Create different plans (e.g., Basic, Premium) if you manage agents with different levels of responsibility.
  
  

By setting up Plans and Plan Details in Britixo Real Estate, you gain fine control over agent roles, staff permissions, and property listing limits—ensuring smooth, secure, and structured operations.