Protect landlord-visible notes
Keep personal and case-sensitive information suitable for the authenticated client. 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 → Licence Applications → New/Edit Application → Landlord-visible notes
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What you’ll accomplish
Keep personal and case-sensitive information suitable for the authenticated client. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case or storage/audit area described.
- Verify the intended record and visibility.
- Perform only the authorised action.
- Check the register, portal and retained evidence after the action.
Fields and options to review
VisibilityClient portal
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-deletion-security/
Rules the system enforces
- The module applies the stated soft-delete, ownership, visibility or storage behaviour.
How to confirm it worked
- Protect landlord-visible notes completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Do not expose landlord, property, identity or authority documents beyond their intended audience.
- Do not delete storage files directly to simulate a module action.
Continue with related guidance
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