Understand the Property Operations menu
Open Dashboard, Properties, Property Status, Account Status, Approvals, Owners, staff, agents and brokers according to permission.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Open Dashboard, Properties, Property Status, Account Status, Approvals, Owners, staff, agents and brokers according to permission.
- Menu children appear only when the current user passes the matching capability or company-context condition.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- Menu children appear only when the current user passes the matching capability or company-context condition.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff 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?
Menu children appear only when the current user passes the matching capability or company-context condition.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.