Real Estate — Domain Roles & Capabilities

Seeded Real Estate roles, their capabilities, and staff assignment.

Seeded Roles

Opening the Real Estate Roles screen against an empty store seeds 4 role templates.

Role	Description	Approver
Broker	Full brokerage authority across all Real Estate capabilities plus listing approval	Yes
Real Estate Agent	Works client leads — manages clients, portfolio properties and agreements
Portfolio Manager	Owns the property/unit catalog and approves listings before publication	Yes
Field Agent	Field visits and viewings — read/update access to clients and properties

Role → Capability Matrix

Capability	Broker	Agent	Portfolio Mgr	Field Agent
realestate:property:manage	✓	✓	✓	✓
realestate:client:manage	✓	✓		✓
realestate:agreement:manage	✓	✓
realestate:service:manage	✓		✓
realestate:listing:approve	✓		✓

Broker is the only role holding all 5 capabilities. Portfolio Manager and Broker are the two approver roles — both carry realestate:listing:approve.

Assigning roles to staff

Roles are assigned on the Staff governance screen, under Administration & Access. A person may carry a Real Estate role alongside roles in other add-ons via multi-hat assignment — e.g. the same employee can be a Real Estate Agent and hold a Finance role simultaneously.

Lite vs Full staff modal

The Staff screen’s add/edit modal has a Lite mode (name, role, contact) and a Full mode (adds work details, documents, and other HR-style fields) — the same reusable DomainStaffScreen shell used by every add-on’s staff screen, configured here with domain="REALESTATE" and dept="Real Estate".

Frequently Asked Questions

Are the seeded roles editable?

Yes — they are templates. A Real Estate role builder sees only REALESTATE + GLOBAL capabilities, so a custom role can never accidentally pick up a capability from another add-on.

Which roles are approvers?

Broker and Portfolio Manager — both hold realestate:listing:approve and are marked as approvers in lists and the matrix.

Can one person hold roles in two add-ons?

Yes — multi-hat assignment adds a second domain hat to the same Employee record.

Who assigns Real Estate roles?

Tenant admins and staff-managers, from the Staff screen under Administration & Access.

Why does the Client Directory’s Assigned Agent list only show some employees?

That combobox filters to staff holding any Real Estate role (via hasDomainRole(e, 'REALESTATE')), so an employee must first be assigned a Real Estate role on the Staff screen before appearing as an assignable agent.