Enable or disable the broker portal setting
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Control whether the dedicated broker portal is shown/used.
Where to goAdmin Area → Settings → General Settings → Show Broker Portal
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 this guide helps you do
Control whether the dedicated broker portal is shown/used. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Settings → General Settings → Show Broker Portal.
- Go to the exact setting, option or record named in this guide.
- Enter or select the required value; leave unrelated options unchanged.
- Save the form and wait for the success response.
- Reload the page or open a controlled record to confirm the stored value is being used.
Fields and options
Exact actionEnable or disable the broker portal setting
Exact navigationAdmin Area → Settings → General Settings → Show Broker Portal
Module version1.0.0
Access ruleAdministrator
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
- The option real_show_broker_portal controls the broker-portal feature.
- Broker accounts still require active credentials and company/staff records.
- 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 enable or disable the broker portal setting 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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