Review the Developer Scope tab
Follow this guide to use the locally assembled technical scope as a starting point for professional estimation and validation. 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 → Client Discovery Portal → Request
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Use the locally assembled technical scope as a starting point for professional estimation and validation. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Admin Area → Client Discovery Portal → Request.
- Find the record, endpoint, field or action used to review the developer scope tab.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options to review
Workspace or endpointAdmin Area → Client Discovery Portal → Request
PurposeUse the locally assembled technical scope as a starting point for professional estimation and validation.
Rules the system enforces
- The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
- Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.
How to confirm it worked
- The review the developer scope tab workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Continue with related guidance
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