Troubleshoot a missing owner/company/broker selector option
Check record status, capability, company scope and ownership.
Where to goRelevant property/request form
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Check record status, capability, company scope and ownership.
- Inactive/out-of-scope records can be intentionally excluded.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Inactive/out-of-scope records can be intentionally excluded.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
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?
Inactive/out-of-scope records can be intentionally excluded.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.