Before you begin
- Open the official demo and choose the appropriate preset account and role.
- Review existing records before considering a change.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Find the relevant record and understand its current state.
What the workflow coordinates
The current interface connects the relevant records and shows their status.
What people review
People verify context and decide whether to submit a change.
Choose a preset user
Open demo.estatereal.io and select Demo Owner, Nikos Papadakis, Eleni Markou, Giorgos Antoniou, Despina Kalogirou or Sofia Nikolaou. No signup or portfolio setup is required for these preset accounts.
The selected demo person is the one whose role you intend to explore.
The selected demo person is the one whose role you intend to explore.
Select a role when offered
Nikos offers Administrator, Finance and Property manager. Eleni offers Property manager and Leasing & screening. The other preset users enter their assigned workspace directly.
The current company and selected role are confirmed before comparing pages.
The current company and selected role are confirmed before comparing pages.
Review the finance perspective
Choose Nikos’s Finance role. Review the financial modules and My tasks shown in that workspace. A navigation link establishes visibility, not authority to perform every action.
Visible financial pages and assigned work are distinguished from editing rights.
Visible financial pages and assigned work are distinguished from editing rights.
Compare the property-management perspective
Choose Property manager and compare its workspace and delegated tasks. Sign out to select a different preset person; use the role selector only for roles assigned to the current person.
The comparison records which person and role produced each screen.
The comparison records which person and role produced each screen.
What you should have at the end
The current record, responsible role and next review point are clear.
Demonstration notes and availability
- Native 3× screenshots from the official English, light-mode demo. The review did not submit payments, messages, invitations, signatures or irreversible record changes.
Useful answers
Why can a control be unavailable in my workspace?+
The selected role, record status and enabled services affect the available controls. Check the current company and role, and read disabled-state or provider messages before continuing.