Before you begin
- Identify the company whose staff membership you are reviewing.
- Agree which responsibilities belong to leasing, property management, maintenance, office administration and finance.
- Do not rely on the prototype’s draft permissions table to protect real personal or financial information.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Make it clear who helps with leasing, money, repairs and account setup as the operation grows.
What the workflow coordinates
The current interface shows role selection, memberships, disabled membership-edit controls and a Draft permissions table that states the server checks every action.
What people review
The owner chooses who needs access, reviews role combinations and verifies production capabilities; colleagues own their assigned operational work.
Check the current company
Use the company/role selector to confirm the workspace. Nikos has Administrator, Finance and Property manager; Eleni has Property manager and Leasing & screening.
The open company matches the membership and operational responsibilities you intend to manage.
The open company matches the membership and operational responsibilities you intend to manage.
Review active company staff
Open Company settings → Users & roles as Administrator. Read active memberships and role badges. The preset demo disables invitation, role-edit and deactivation controls on this page.
Each active staff member and role combination has an operational reason.
Each active staff member and role combination has an operational reason.
Inspect membership and role controls
A person can hold more than one role, and the selected role changes the visible workspace. Demo Owner and Nikos both expose Administrator, while the other preset accounts demonstrate their designated roles.
The actual form and resulting membership state are checked before the change is relied upon.
The actual form and resulting membership state are checked before the change is relied upon.
Read the draft permissions qualification
Read Permissions overview with its Draft label. The page states that the server checks permissions on every action; this navigation review is not a security or API-authorisation test.
The intended company responsibilities are clear, with the demo’s Draft qualification understood.
The intended company responsibilities are clear, with the demo’s Draft qualification understood.
Review account administrators separately
Company users are listed in Users & roles. Account settings belongs to Demo Owner and applies shared policies across the owner’s companies; do not confuse the two scopes.
Account-wide configuration authority is granted deliberately and is not confused with company membership.
Account-wide configuration authority is granted deliberately and is not confused with company membership.
Keep tenant access with the tenancy
Open the tenancy’s Overview for tenant-portal access. Sofia’s current record explicitly shows Has access. Do not switch that access off or resend invitations merely to reproduce documentation images.
A tenant’s home and tenancy context is distinct from the staff role review.
A tenant’s home and tenancy context is distinct from the staff role review.
Check responsibilities against actual work
Use each person’s My tasks to review delegated work. Office calendar is available to the office/property-management contexts; Finance, Leasing and Maintenance have role-specific personal queues.
The people responsible for finance, leasing, keys and repairs are identifiable in practical work records.
The people responsible for finance, leasing, keys and repairs are identifiable in practical work records.
What you should have at the end
The team has a reviewed responsibility model with company membership, account administration and tenant participation kept explicit.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
Useful answers
Can one person have several roles?+
Yes. Nikos offers Administrator, Finance and Property manager; Eleni offers Property manager and Leasing & screening in the role picker.
What does the permissions table establish?+
It is labelled Draft and says the server checks permissions on every action. This documentation review observed menus and controls; it did not certify production or API enforcement.
Where is tenant access managed?+
Users & roles says tenant sign-ins are managed from the tenancy. Sofia’s current tenancy shows Has access; no access switch was changed in the review.