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Property & Compliance Management

Open a renter profile from a rent request

Review the customer’s suitability/evidence data linked to the request.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Requests & Applications → Rent Requests → open request → Renter Profile

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

  1. Open the rent request or the client’s Renter Profile indicated in the route.
  2. Review the customer’s suitability/evidence data linked to the request.
  3. The admin renter_profile action accepts client ID and request ID.
  4. The request/profile stores the intended details for the correct customer.

Fields, rules and limits

  • The admin renter_profile action accepts client ID and request ID.

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?

The admin renter_profile action accepts client ID and request ID.

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.