Property & Compliance Management

Troubleshoot a property missing from portal search

Check privacy, status, owner/company/customer links and current contact access.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Properties → open property

Before you start

The list is limited by property permissions; client and broker views apply their own visibility rules.

Follow these steps

  1. Open the appropriate property list or map.
  2. Check privacy, status, owner/company/customer links and current contact access.
  3. Portal controllers apply their own scoping beyond admin table visibility.
  4. The visible records match the selected filters and the current account’s scope.

Fields, rules and limits

  • Portal controllers apply their own scoping beyond admin table visibility.

Check it worked

The visible records match the selected filters and the current account’s scope.

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 controllers apply their own scoping beyond admin table visibility.

Why is the record or action unavailable?

The list is limited by property permissions; client and broker views apply their own visibility rules. Check the current company and record relationship before requesting additional access.