Setup, access and permissions

Assign Edit Licence Applications permission

Allow case details, statuses and staff document actions that require edit access.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Exact navigationAdmin Area → Setup → Roles → Role → Licence Applications → Edit
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 case details, statuses and staff document actions that require edit access. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Enable Edit.
  2. Save.
  3. Verify the user can open Edit and Update Status actions.

Fields, choices and supported possibilities

Capabilityedit
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 Edit 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.