Use the Authentication_broker controller reference

Map login, registration, password reset, logout and validation helpers to broker portal guides.

Before you start

Investigate with the affected role and workspace; a direct route does not bypass record permissions.

Follow these steps

1. Record the exact screen, record reference and error message.
2. Map login, registration, password reset, logout and validation helpers to broker portal guides.
3. Layout/data/view/title/disable methods are rendering helpers, not separate pages.
4. Retry only after correcting the cause and checking whether the first attempt already saved anything.

Fields, rules and limits

• Layout/data/view/title/disable methods are rendering helpers, not separate pages.

Check it worked

The issue is resolved or can be escalated with a precise record reference and reproducible error.

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?

Layout/data/view/title/disable methods are rendering helpers, not separate pages.

Why is the record or action unavailable?

Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.

Useful next steps

• Use the Apply controller reference
• Use the Broker controller reference
• Use the Agreement_countersign controller reference
• Find the current module menus
• Browse all merged module guides