Understand client portal menu omissions
Do not expect commented Saved Properties or My Rental Listings menu entries.
Before you start
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.
Follow these steps
- Sign in to the relevant client or landlord account.
- Do not expect commented Saved Properties or My Rental Listings menu entries.
- A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.
- Only the intended linked property and permitted evidence are visible.
Fields, rules and limits
- A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.
Check it worked
Only the intended linked property and permitted evidence are visible.
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?
A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.
Why is the record or action unavailable?
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.