Use the Realestate_portal reference
Map client index, linked property status and compliance certificate actions.
Where to goClient Portal → Real Estate / Property & Compliance
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 client index, linked property status and compliance certificate actions.
- Certificate access requires a linked record.
- Retry only after correcting the cause and checking whether the first attempt already saved anything.
Fields, rules and limits
- Certificate access requires a linked record.
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?
Certificate access requires a linked record.
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.