Protect broker portal accounts
Use active unique emails, strong passwords and appropriate broker/company links.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Use active unique emails, strong passwords and appropriate broker/company links.
- Do not share broker credentials.
- Use the supported workflow and verify its saved audit or access result.
Fields, rules and limits
- Do not share broker credentials.
Check it worked
The relevant access, retention or evidence control has a verified result.
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?
Do not share broker credentials.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.