Review landlord payout history in the client portal
Allow an authorised landlord contact to view linked payouts.
Before you start
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.
Follow these steps
- Find the existing owner or CRM customer by identity and contact details.
- Allow an authorised landlord contact to view linked payouts.
- Portal access depends on the customer/contact and link records.
- The owner/customer and property relationship are correct; unrelated links remain unchanged.
Fields, rules and limits
- Portal access depends on the customer/contact and link records.
Check it worked
The owner/customer and property relationship are correct; unrelated links remain unchanged.
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?
Portal access depends on the customer/contact and link records.
Why is the record or action unavailable?
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.