Browse broker portal properties
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to review property listings visible to the broker.
Where to goBroker Portal → Properties
Before you start
- Use an account with Authenticated broker user with property access 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 this guide helps you do
Review property listings visible to the broker. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Properties.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Check the resulting record, status, file, notification or integration effect.
Fields and options
Exact actionBrowse broker portal properties
Exact navigationBroker Portal → Properties
Module version1.0.0
Access ruleAuthenticated broker user with property access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Rules and limits
- Use table/map switch, filters and property details without bypassing listing privacy.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
Check it worked
- The supported browse broker portal properties 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.
Related guides
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