Understand the Licence Applications module
Manage consultant-led landlord licence cases through staff and authenticated client workspaces.
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
- Sign in to the staff admin area.
- Open Licence Applications.
- Review the register, process stages, KPIs and cases.
- 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.
