Setup, access and permissions

Understand authenticated-client access

Know that the supplied guard allows any logged-in client, not only a landlord group.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Exact navigationClient Portal → Licence Applications
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

Know that the supplied guard allows any logged-in client, not only a landlord group. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Sign in with a controlled client account.
  2. Confirm the menu appears.
  3. Apply customer ownership rules to every case and document.

Fields, choices and supported possibilities

Actual guardAny logged-in client with valid client ID
Legacy intentLandlord group check is not enforced
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/

Code-backed validations and workflow rules

  • require_landlord explicitly permits any logged-in client.

Expected result and verification

  • Understand authenticated-client access 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.