Property & Compliance Management

Edit a property listing

Update an existing property without breaking owner, company, request or portal links.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Properties → open property → Edit

Before you start

You need property View or View Own plus the relevant Create, Edit or Delete capability. Creating or saving a property requires a landlord.

Follow these steps

  1. Open Properties and choose the existing listing, or the new-listing form for a new property.
  2. Update an existing property without breaking owner, company, request or portal links.
  3. A landlord must be selected before saving the property. The form also requires House Number and Street Name. Select the correct existing landlord and verify the address before saving.
  4. Save the property, then reopen its detail page and check the changed values.

Fields, rules and limits

  • A landlord must be selected before saving the property. The form also requires House Number and Street Name. Select the correct existing landlord and verify the address before saving.

Check it worked

The saved property shows the intended values with its landlord and scope intact.

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

Why does Save ask me to select a landlord?

The property save handler requires a landlord. Select the correct existing landlord in the form; a typed owner name is not a substitute for the selected relationship.

Can listing privacy make private evidence public?

No. Listing privacy and authenticated file access are separate controls. Inspect the permitted listing content without placing identity or tenancy evidence in public attachments.