Use the Broker controller reference
Map broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Map broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.
- AJAX/table/data helper endpoints are accessed through the parent page.
- Retry only after correcting the cause and checking whether the first attempt already saved anything.
Fields, rules and limits
- AJAX/table/data helper endpoints are accessed through the parent page.
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?
AJAX/table/data helper endpoints are accessed through the parent page.
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.