Approve a tenant application
Select the supported approve decision and verify downstream client/onboarding options. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve
Before you start
- Use an account with Authorised application reviewer 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 you’ll accomplish
Select the supported approve decision and verify downstream client/onboarding options. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve.
- Go to the record and review the current status, approval chain and supporting files.
- Select the supported status, approval, confirmation or signature action.
- Provide the required reason, decision, signature or attachment when prompted.
- Submit once and verify the new status, approval entry, notification and locked/unlocked actions.
Fields and options to review
Exact actionApprove a tenant application
Exact navigationAdmin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve
Module version1.0.0
Access ruleAuthorised application reviewer
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.
Rules the system enforces
- Status becomes approved; follow the supported conversion/onboarding route rather than manually duplicating data.
- Public application and onboarding actions use token/record checks and explicit workflow states.
- Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.
How to confirm it worked
- The supported approve a tenant application 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.
Continue with related guidance
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