Understand staff-in-company menu behaviour
Know why My Real Estate Agent replaces some all-company menus.
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.
- Know why My Real Estate Agent replaces some all-company menus.
- Staff linked to an estate-agent company see My Real Estate Agent for that company. Outside company context, My Staff and Real Estate Agents depend on their separate permissions. A global View grant does not remove company boundaries.
- The saved identity, relationship and status match the intended account.
Fields, rules and limits
- Staff linked to an estate-agent company see My Real Estate Agent for that company. Outside company context, My Staff and Real Estate Agents depend on their separate permissions. A global View grant does not remove company boundaries.
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 an estate-agent company see My Real Estate Agent for that company. Outside company context, My Staff and Real Estate Agents depend on their separate permissions. A global View grant does not remove company boundaries.
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.