Public tenant applications and invites

Declare smoker, benefits and children flags

Answer smoker_flag, benefits_recipient_flag and has_children_flag accurately. 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 → Household
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

Answer smoker_flag, benefits_recipient_flag and has_children_flag accurately. 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 → Household.
  2. Select the exact record or option described in this guide.
  3. Complete the displayed fields or action using the rules below.
  4. Save or submit once and resolve any validation response.
  5. Check the resulting record, status, file, notification or integration effect.

Fields and options to review

Exact actionDeclare smoker, benefits and children flags
Exact navigationPublic Tenant Application → Household
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

  • Protect this personal data and use it only for a lawful documented purpose.
  • 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 declare smoker, benefits and children flags 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.