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Landlord and client portal workflows

Open an owned client case

Select a case and review landlord-visible status, journey, timeline and documents. 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: Compliance administrators, consultants, landlords and authorised client contactsPermission: Authenticated client contactModule v1.0.0
Jump to steps
Where to goClients Area → Full Compliance Applications → Case
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

Select a case and review landlord-visible status, journey, timeline and documents. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to Clients Area → Full Compliance Applications → Case.
  2. Find the relevant record, setting or action on the page. Use the record name, reference, current status and surrounding details to make sure you are working on the intended item.
  3. Complete each field or control that applies to this task. Keep verified existing values intact, supply required information, and resolve any validation message before moving on.
  4. Use the primary action shown by the workflow—such as Save, Submit, Update, Call, Sign, Upload or Confirm. Submit once, then allow the request to finish before taking another action.
  5. Reopen the related register, portal, dashboard or call panel. Verify the status, visible values and any audit, activity, document, call or notification evidence created by the action.

Fields and options to review

Client portal actionSelect a case and review landlord-visible status, journey, timeline and documents.

Rules the system enforces

  • The authenticated customer must own the application.
  • Only landlord-visible timeline and document information is returned.

How to confirm it worked

  • The open an owned client case workflow completes without a validation, permission or availability error.
  • The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
  • Any client-visible or public result appears only where the code explicitly allows it.

Security, privacy and operational checks

  • Validate the change with a controlled test case, contact, extension or approved website origin before relying on it in production.
  • Grant only the permissions needed for the task, and keep private documents, call metadata, signing evidence, API credentials and infrastructure paths restricted to authorised users.
Submit the client applicationRead the landlord-visible timelineLandlord and client portal workflowsBrowse all Full Compliance Applications guidesCompliance MonitorReal Estate ManagementClient portal overviewCreate a proposalTrack proposal status and acceptanceAdd and manage customer contacts