Register a broker portal account
Use the public registration form when the broker portal and route permit registration.
Exact navigationBroker Portal → Register
Before you begin
- Use an account with Public broker registration and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Use the public registration form when the broker portal and route permit registration. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Broker Portal → Register.
- Choose the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Open the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields, choices and supported possibilities
Exact actionRegister a broker portal account
Exact navigationBroker Portal → Register
Module version1.0.0
Access rulePublic broker registration
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Code-backed validations and workflow rules
- Fields include company/name, first name, last name, email, phone, password and password confirmation.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
Expected result and verification
- The supported register a broker portal account flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.