Setup, access and permissions

Assign Create Licence Applications permission

Allow creation of new staff cases.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Exact navigationAdmin Area → Setup → Roles → Role → Licence Applications → Create
Before you begin
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Confirm 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 this guide covers

Allow creation of new staff cases. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Enable Create for the role.
  2. Save.
  3. Verify New Application is available to the user.

Fields, choices and supported possibilities

Capabilitycreate
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/

Code-backed validations and workflow rules

  • The supplied hooks/controller enforce this behaviour.

Expected result and verification

  • Assign Create Licence Applications permission 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

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.