Setup, access and permissions

Understand the Licence Applications module

Manage consultant-led landlord licence cases through staff and authenticated client workspaces.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Exact navigationAdmin Area → 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

Manage consultant-led landlord licence cases through staff and authenticated client workspaces. 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 to the staff admin area.
  2. Open Licence Applications.
  3. Review the register, process stages, KPIs and cases.
  4. Use the client portal only for records owned by that customer.

Fields, choices and supported possibilities

Module version1.0.0
Admin routeadmin/license_applications
Client route surface/clients?license_applications=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/

Code-backed validations and workflow rules

  • The module uses staff menu hooks and client-menu hooks.

Expected result and verification

  • Understand the Licence Applications module 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.