Business brokers and broker portal

Validate broker registration email and CAPTCHA

Resolve duplicate-email or reCAPTCHA validation before registration.

Audience: CRM staffPermission: Public broker registrationModule v1.0.0

Exact navigationBroker Portal → Register

Before you begin

Use an account with Public broker registration and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Resolve duplicate-email or reCAPTCHA validation before registration. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Broker Portal → Register.
Select the exact record or option described in this guide.
Complete the displayed fields or action using the rules below.
Save or submit once and resolve any validation response.
Verify the resulting record, status, file, notification or integration effect.

Fields, choices and supported possibilities

Exact actionValidate broker registration email and CAPTCHA

Exact navigationBroker Portal → Register

Module version1.0.0

Access rulePublic broker registration

VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.

Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.

Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.

Code-backed validations and workflow rules

contact_email_exists and recaptcha validators run on supported registration requests.
Company, owner, broker and staff records use different capability groups and ownership checks.
Email-exists checks prevent duplicate staff/company identities in supported forms.

Expected result and verification

The supported validate broker registration email and captcha flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.