Use the client renter profile
Maintain identity, address, income, occupants, pets and files.
Before you start
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.
Follow these steps
- Sign in to the relevant client or landlord account.
- Maintain identity, address, income, occupants, pets and files.
- Protect sensitive identity/income data.
- Check the result through the authorised portal link; report missing relationships to staff.
Fields, rules and limits
- Protect sensitive identity/income data.
Check it worked
Only the intended linked property and permitted evidence are visible.
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?
Protect sensitive identity/income data.
Why is the record or action unavailable?
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.