Browse client portal properties
Review properties visible to the current customer/contact.
Before you start
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.
Follow these steps
- Sign in to the relevant client or landlord account.
- Review properties visible to the current customer/contact.
- Visibility depends on property status/privacy and client/property/company links.
- Only the intended linked property and permitted evidence are visible.
Fields, rules and limits
- Visibility depends on property status/privacy and client/property/company links.
Check it worked
Only the intended linked property and permitted evidence are visible.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Visibility depends on property status/privacy and client/property/company links.
Why is the record or action unavailable?
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.