Understand the Requests & Applications menu
Open Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.
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.
- Open Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.
- Requests & Applications appears for buy-request, rent-request or tenant View access. Tenant Onboarding and Onboarding workspace appear for rent-request access or tenant View.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- Requests & Applications appears for buy-request, rent-request or tenant View access. Tenant Onboarding and Onboarding workspace appear for rent-request access or tenant View.
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?
Requests & Applications appears for buy-request, rent-request or tenant View access. Tenant Onboarding and Onboarding workspace appear for rent-request access or tenant View.
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.