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Set up Flow access and resolve missing tabs

An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.

Reviewed 26 October 20262 minute readProperty Management Flow

Where to start
Admin Area → Property Management Flow → Control Room

Before you begin

An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.

Follow these steps

  1. Confirm Property & Compliance Management is active and compatible; Flow requires its 2.1.1-or-later interfaces.
  2. In the normal staff or role permissions screen, grant Property Management Flow View and the appropriate property View or View Own permission.
  3. Grant Edit/Manage only where the person must change Flow state.
  4. Grant separate Flow permissions for Zero-Chase, Client Accounting, Migration, Stakeholder Portals or AI Property Manager as needed.
  5. Check the matching native permissions for compliance, maintenance, landlord, tenant or finance operations.
  6. Sign in as the intended staff member and check both the visible tabs and a known authorised property.

Check the result

The person can see the required workspace and only the properties and functions permitted by their role.

If something does not look right

A visible menu does not guarantee permission to change a record. Check both the Flow capability and the native domain grant. An unavailable record may deliberately return a not-found page.

Questions and answers

Why can I see Flow but not Accounting?

Accounting requires the separate Flow finance permission plus native payout or invoice authority. Viewing and managing use different native permissions.

Why is a migration entity absent?

The entity list is filtered by the matching native create permission, such as property creation, compliance creation, or customer plus landlord/tenant/supplier authority.

Can I give a role access through a direct URL?

No. The controller and object checks apply after navigation as well.

Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.

Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.

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UK Property software
by Britixo
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