Deals: Status Visibility by Role

Overview

Super Portal enforces role-based access to deal statuses. Each role sees a different subset of statuses in the status dropdown on the New Deal and Edit Deal forms. Some statuses are hidden entirely; others are conditional on company settings.

This article documents the full visibility matrix across all five deal types: Buyer, Seller, Tenant, Landlord, and Referral.

Source: Deals Status Visibility by Role (maintained by Kodelint).

Legend

✅ Full Access: the role can see this status in the dropdown.
❌ No Access: the role cannot see this status in the dropdown.
⚙ Conditional: access depends on a company setting. See the Conditional Access section below.

Buyer Deal

Status	Super Admin	Company Admin	Manager	Team Admin	Agent	Assistant	Transaction Coordinator
Buyer Rep Signed	✅	✅	✅	✅	✅	✅	✅
Contracted / Pending	✅	✅	✅	✅	✅	✅	✅
Closing Report	✅	✅	✅	✅	✅	✅	✅
Needs Revision	✅	✅	✅	✅	✅	✅	✅
Disbursement Authorized	✅	✅	⚙	❌	❌	❌	❌
Payment Received	✅	✅	⚙	❌	❌	❌	❌
Completed / Paid	✅	✅	⚙	❌	❌	❌	❌
Dead	✅	✅	✅	✅	✅	✅	✅

Seller Deal

Status	Super Admin	Company Admin	Manager	Team Admin	Agent	Assistant	Transaction Coordinator
Coming Soon	✅	✅	✅	✅	✅	✅	✅
Listed / Active	✅	✅	✅	✅	✅	✅	✅
Contracted / Pending	✅	✅	✅	✅	✅	✅	✅
Closing Report	✅	✅	✅	✅	✅	✅	✅
Needs Revision	✅	✅	✅	✅	✅	✅	✅
Disbursement Authorized	✅	✅	⚙	❌	❌	❌	❌
Payment Received	✅	✅	⚙	❌	❌	❌	❌
Completed / Paid	✅	✅	⚙	❌	❌	❌	❌
Dead	✅	✅	✅	✅	✅	✅	✅

Tenant Deal

Status	Super Admin	Company Admin	Manager	Team Admin	Agent	Assistant	Transaction Coordinator
Lease Report	✅	✅	✅	✅	✅	✅	✅
Needs Revision	✅	✅	✅	✅	✅	✅	✅
Invoice Submitted	✅	✅	✅	⚙	⚙	❌	❌
Payment Received	✅	✅	✅	✅	❌	✅	✅
Completed / Paid	✅	✅	✅	⚙	❌	❌	❌
Dead	✅	✅	✅	✅	✅	✅	✅

Landlord Deal

Status	Super Admin	Company Admin	Manager	Team Admin	Agent	Assistant	Transaction Coordinator
Coming Soon	✅	✅	✅	✅	✅	✅	✅
Listed	✅	✅	✅	✅	✅	✅	✅
Lease Report	✅	✅	✅	✅	✅	✅	✅
Needs Revision	✅	✅	✅	✅	✅	✅	✅
Invoice Submitted	✅	✅	✅	⚙	⚙	❌	❌
Payment Received	✅	✅	✅	✅	❌	✅	✅
Completed / Paid	✅	✅	✅	⚙	❌	❌	❌
Dead	✅	✅	✅	✅	✅	✅	✅

Referral Deal

Status	Super Admin	Company Admin	Manager	Team Admin	Agent	Assistant	Transaction Coordinator
Contracted / Pending	✅	✅	✅	✅	✅	✅	✅
Closing Report	✅	✅	✅	✅	✅	✅	✅
Needs Revision	✅	✅	✅	✅	✅	✅	✅
Disbursement Authorized	✅	✅	⚙	❌	❌	❌	❌
Payment Received	✅	✅	⚙	❌	❌	❌	❌
Completed / Paid	✅	✅	⚙	❌	❌	❌	❌
Dead	✅	✅	✅	✅	✅	✅	✅

Conditional Access

Two company settings drive all conditional (⚙) cells in the matrix above.

allowOfficeManagerForDA : When enabled, Managers can see Disbursement Authorized, Payment Received, and Completed / Paid on Buyer, Seller, and Referral deals. When disabled, Managers are restricted from these statuses on those deal types.

allowAgentsToCreateInvoice : When enabled, Team Admins and Agents can see Invoice Submitted on Tenant and Landlord deals, and Team Admins can additionally see Completed / Paid on those deal types. When disabled, these statuses are hidden from those roles.

Both settings are managed at the company level.

Notes

Payment Received on lease deals: On Tenant and Landlord deals, Agents do not see Payment Received in the dropdown, but Assistants and Transaction Coordinators do.
Dead status: Available to every role across every deal type. Any user who can create or edit a deal can mark it dead.
Status section placement: On both New Deal and Edit Deal forms, the Status section appears at the top of the form. Changing the status mid-form dynamically shows or hides downstream fields based on what is required or hidden for the selected status.