Understand module route compatibility and portal themes
Use the rendered links rather than constructing controller URLs manually.
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Use the rendered links rather than constructing controller URLs manually.
- The module contains admin/client/broker layout/theme integrations and public controllers.
- The actual output belongs to the intended workspace and source record.
Fields, rules and limits
- The module contains admin/client/broker layout/theme integrations and public controllers.
Check it worked
The actual output belongs to the intended workspace and source record.
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?
The module contains admin/client/broker layout/theme integrations and public controllers.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.