Open client payout information
Review the current linked client/landlord payout records.
Before you start
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.
Follow these steps
- Sign in to the relevant client or landlord account.
- Review the current linked client/landlord payout records.
- Client_payouts/index is scoped to the current portal user.
- Only the intended linked property and permitted evidence are visible.
Fields, rules and limits
- Client_payouts/index is scoped to the current portal user.
Check it worked
Only the intended linked property and permitted evidence are visible.
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?
Client_payouts/index is scoped to the current portal user.
Why is the record or action unavailable?
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.