Manage broker portal company profile
Edit the broker’s own company record through the dedicated form.
Before you start
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope.
Follow these steps
- Open the staff broker record or sign in to the Broker Portal, as indicated in the route.
- Edit the broker’s own company record through the dedicated form.
- The related_type defaults to business_broker in the controller action.
- Check the saved record and any linked request, contract or invoice before repeating an action.
Fields, rules and limits
- The related_type defaults to business_broker in the controller action.
Check it worked
The result belongs to the intended broker company and remains accessible in that portal scope.
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?
The related_type defaults to business_broker in the controller action.
Why is the record or action unavailable?
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope. Check the current company and record relationship before requesting additional access.