Blocks Management

The Blocks section (/dashboard/blocks) lets you create and manage residential blocks within your portfolio. A block represents a physical building or development containing one or more units.

Key Business Rule: Owner Must Exist Before Block Assignment

Every block must belong to an owner. This is enforced at both the API and UI layers:

• The API rejects any block creation request that does not include a valid ownerId for an owner in the same organisation.
• The UI prevents submission if no owner is selected, and replaces the create form entirely when no owner records exist.

If you have not created any owners yet, go to Owners & Portfolios (/dashboard/owners) first.

Navigation

Blocks sits between Owners & Portfolios and Units & Leaseholders in the dashboard sidebar, reflecting the entity hierarchy:

Owners & Portfolios
  └── Blocks
        └── Units & Leaseholders

Creating a Block

1. Navigate to Blocks in the sidebar.
2. Click Add Block.
3. Select an Owner from the dropdown — this field is required. If no owners are listed, follow the link to create one first.
4. Enter a Block Name (required) and optionally a Total Units count.
5. Optionally enter the block's address (Address Line 1, Address Line 2, City, Postcode).
6. Click Create Block.

Validation

Field	Requirement
Owner	Required — must be an existing owner in your organisation
Block Name	Required, max 255 characters
Total Units	Optional, numeric, 0–9999
Address fields	Optional, max 255 characters each
Postcode	Optional, max 100 characters

If you attempt to create a block without selecting an owner, you will see:

An owner must be selected before creating a block. Please create an owner first.

Searching and Filtering

The list view provides:

• Search — filters by block name, address line 1, city, or postcode.
• Owner filter — dropdown to show blocks belonging to a specific owner only.

Editing a Block

1. Click on any block in the list to open its detail view.
2. Click Edit.
3. Update the block name, address, or total units. (The owner cannot be changed via edit — the owner is set at creation.)
4. Click Update Block to save.

Deleting a Block

1. Open the block's detail view.
2. Click Delete.
3. Confirm the deletion. Note: deleting a block also removes any management account sources associated with it.

Admin role required. Create, edit, and delete operations require the Admin role. Read-only users can view the block list and detail pages.

Empty States

Situation	What you see
No owners exist	Amber warning with a link to create an owner first
Owners exist, no blocks yet	Empty state with an Add Block call-to-action
Search/filter returns no results	Empty state prompting you to adjust your filters

Legacy Records

If a block was created before this business rule was enforced and has no owner assigned, the detail view displays an amber warning:

This block does not have an owner assigned. Per platform rules, every block must belong to an owner. This may be a legacy record — please assign an owner.

Audit Logging

All state-changing operations on blocks are recorded in the audit log:

Event	Logged fields
block.created	name, ownerId
block.updated	Changed fields
block.deleted	Block ID