Introduce the renter
Enter introduce_yourself and optional file.
Where to goClient Portal → Real Estate → Renter Profile → About You
Before you start
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.
Follow these steps
- Open the rent request or the client’s Renter Profile indicated in the route.
- Enter introduce_yourself and optional file.
- Avoid unnecessary special-category data.
- Complete the task, save the change and reopen the related request or profile row.
Fields, rules and limits
- Avoid unnecessary special-category data.
Check it worked
The request/profile stores the intended details for the correct customer.
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?
Avoid unnecessary special-category data.
Why is the record or action unavailable?
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.