Understand broker portal layout helper methods
Do not treat layout/data/view/title/disable-navigation methods as separate user pages.
Before you start
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope.
Follow these steps
- Open the staff broker record or sign in to the Broker Portal, as indicated in the route.
- Do not treat layout/data/view/title/disable-navigation methods as separate user pages.
- These methods support page rendering and are mapped to their parent portal guides.
- The result belongs to the intended broker company and remains accessible in that portal scope.
Fields, rules and limits
- These methods support page rendering and are mapped to their parent portal guides.
Check it worked
The result belongs to the intended broker company and remains accessible in that portal 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?
These methods support page rendering and are mapped to their parent portal guides.
Why is the record or action unavailable?
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope. Check the current company and record relationship before requesting additional access.