Real Estate Management — Permissions, roles, plans and prefixes
Apply every registered capability, configure real-estate roles/plans and maintain generated record prefixes.
01Understand all Real Estate capability groupsReview every permission registered by the module.Admin Area → Setup → Roles → Permissions02Grant Real Estate dashboard accessAllow a role to open the Real Estate dashboard.Admin Area → Setup → Roles → Real Estate → Dashboard → View03Grant estate-agent view-own or view accessControl whether users see only owned/company records or all accessible estate-agent records.Admin Area → Setup → Roles → Real Estate Agent04Grant estate-agent staff accessControl agent-staff listing, creation, editing and deletion.Admin Area → Setup → Roles → Real Estate Agent Staff05Grant property-owner accessControl owner records by ownership or full scope.Admin Area → Setup → Roles → Property Owner06Grant business-broker accessControl broker companies and owned/all records.Admin Area → Setup → Roles → Business Broker07Grant broker-request accessControl property-to-broker request records.Admin Area → Setup → Roles → Request Broker08Grant property accessControl listing visibility and CRUD actions.Admin Area → Setup → Roles → Property09Grant property-approval accessControl approval workspace visibility and approval action.Admin Area → Setup → Roles → Property Approval10Grant buy-request accessControl buy-request visibility and CRUD actions.Admin Area → Setup → Roles → Buy Request11Grant rent-request accessControl rent-request visibility and CRUD actions.Admin Area → Setup → Roles → Rent Request12Grant tenant accessControl tenant visibility and editing.Admin Area → Setup → Roles → Tenant13Grant report accessAllow the Real Estate report workspace.Admin Area → Setup → Roles → Real Estate Report → View14Grant permission-manager accessAllow authorised staff to view/create/edit/delete Real Estate permission records.Admin Area → Setup → Roles → Real Estate Permission15Use the Real Estate Permissions tableReview staff/role permission records exposed by the module.Admin Area → Settings → Permissions16Create or update a Real Estate permission assignmentSelect staff/role and supported feature capabilities.Admin Area → Settings → Permissions → Add/Edit17Delete a Real Estate permission assignmentRemove an obsolete module-specific permission record.Admin Area → Settings → Permissions → Delete18Create a Real Estate roleAdd a role name and role type used by module plans/staff.Admin Area → Settings → General Settings → Roles → New Role19Edit a Real Estate role and propagate permissionsUpdate role values and choose whether linked staff permissions are updated.Admin Area → Settings → General Settings → Roles → Edit20Delete a Real Estate roleRemove a role only after checking plans and staff links.Admin Area → Settings → General Settings → Roles → Delete21Create a Real Estate planDefine company/freelance plan behaviour, role, rate and monthly listing limit.Admin Area → Settings → General Settings → Plans → New Plan22Edit or delete a Real Estate planMaintain plan limits and role mapping or remove an unused plan.Admin Area → Settings → General Settings → Plans23Configure property numberingSet real_property_prefix and real_property_number.Admin Area → Settings → General Settings → Prefix Settings24Configure property-owner numberingSet real_property_owner_prefix and real_property_owner_number.Admin Area → Settings → General Settings → Prefix Settings25Configure company numberingSet real_company_prefix and real_company_number.Admin Area → Settings → General Settings → Prefix Settings26Configure business-broker numberingSet real_business_broker_prefix and real_business_broker_number.Admin Area → Settings → General Settings → Prefix Settings27Configure broker-staff numberingSet real_broker_staff_prefix and real_broker_staff_number.Admin Area → Settings → General Settings → Prefix Settings28Configure general staff-code numberingSet staff_code_prefix and staff_code_number used by module staff records.Admin Area → Settings → General Settings → Prefix Settings29Troubleshoot a hidden Real Estate menuCompare activation, role capabilities, view-own ownership and company context.Admin Area → Setup → Roles and the intended Real Estate menu