Public tenant applications and invites

Configure privacy and terms URLs

Follow this guide to set the public links displayed with consent text when supported. 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: AdministratorModule v1.0.0
Jump to steps
Where to goAdmin Area → Settings → General Settings → Application Privacy/Terms URLs
Before you start
  • Use an account with Administrator 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 the public links displayed with consent text when supported. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Settings → General Settings → Application Privacy/Terms URLs.
  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 actionConfigure privacy and terms URLs
Exact navigationAdmin Area → Settings → General Settings → Application Privacy/Terms URLs
Module version1.0.0
Access ruleAdministrator
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

  • Seeded URLs are blank; publish valid policies before live public intake.
  • 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 configure privacy and terms urls 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.