Properties, licensing and compliance profile

Create or edit an HMO property

Follow the code-backed create or edit an hmo property workflow.

Audience: CRM staffPermission: HMO Manager: Create or EditModule v2.0.1
Exact navigationAdmin Area → HMO Manager → Properties → New/Edit Property
Before you begin
  • Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
  • Confirm module activation and the stated permission instead of using another staff member’s account.
  • For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide covers

Follow the code-backed create or edit an hmo property workflow. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Exact step-by-step process

  1. Sign in to the staff admin area and open Admin Area → HMO Manager → Properties → New/Edit Property.
  2. Confirm that your account meets the access rule: HMO Manager: Create or Edit.
  3. Open the required record or configuration and review its current values before making a change.
  4. Complete the displayed fields or action exactly as described in this guide.
  5. Save, submit, download or confirm the action using the button presented by the module.
  6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields, choices and supported possibilities

Identityproperty_name, reference, address, city, postcode
Authority/licencelocal_authority, licence_number, issue/expiry dates, licence_mode, licence_status
Safety countsfire doors, smoke/heat/CO alarms, emergency lights, extinguishers
Statusfire_risk_status, compliance_status, status
Capacityroom_units_count
Notesrisk_notes, notes
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-properties-licensing/

Code-backed validations and workflow rules

  • The property save flow can synchronise the inline room schedule.
  • Licence and compliance statuses are operational fields and do not independently validate an external authority database.

Expected result and verification

  • The create or edit an hmo property workflow completes without bypassing the module’s permission and validation checks.
  • The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
  • Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

  • Use least-privilege staff access and do not use another person’s account to reach a hidden action.
  • Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
  • Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.