Public tenant applications and invites

Choose marketing consent

Follow this guide to set consent_marketing independently of service/processing consent. 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.

Audience: CRM staffPermission: Invited applicantModule v1.0.0
Jump to steps
Where to goPublic Tenant Application → Consents
Before you start
  • Use an account with Invited applicant 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

Set consent_marketing independently of service/processing consent. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Public Tenant Application → Consents.
  2. Go to the exact setting, option or record named in this guide.
  3. Enter or select the required value; leave unrelated options unchanged.
  4. Save the form and wait for the success response.
  5. Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

Exact actionChoose marketing consent
Exact navigationPublic Tenant Application → Consents
Module version1.0.0
Access ruleInvited applicant
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

  • Marketing consent must not be bundled with required application processing.
  • 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 choose marketing consent 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.