Understand staff, client, broker and public route areas
Distinguish admin controllers, client portal pages, broker portal authentication and token-based public pages.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Distinguish admin controllers, client portal pages, broker portal authentication and token-based public pages.
- Do not reuse an admin URL for a client/broker/public user. Public application and agreement routes validate tokens and record state.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- Do not reuse an admin URL for a client/broker/public user. Public application and agreement routes validate tokens and record state.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
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?
Do not reuse an admin URL for a client/broker/public user. Public application and agreement routes validate tokens and record state.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.