Setup, access and permissions
Install the module, assign its four staff capabilities and reach the staff and authenticated client workspaces.
Understand the Licence Applications module
Manage consultant-led landlord licence cases through staff and authenticated client workspaces.
Open guide →How-to guideCheck the declared CRM requirement
Confirm compatibility before activation.
Open guide →How-to guideInstall and activate Licence Applications
Create the five module tables and seed 19 default statuses.
Open guide →How-to guideAssign View Licence Applications permission
Allow a non-admin staff member to open the register and cases.
Open guide →How-to guideAssign Create Licence Applications permission
Allow creation of new staff cases.
Open guide →How-to guideAssign Edit Licence Applications permission
Allow case details, statuses and staff document actions that require edit access.
Open guide →How-to guideAssign Delete Licence Applications permission
Allow soft deletion of a case.
Open guide →How-to guideOpen the administrator Licence Applications register
Reach the staff workspace from the sidebar.
Open guide →How-to guideOpen Licence Applications in the client portal
Reach the authenticated customer case list.
Open guide →How-to guideUnderstand authenticated-client access
Know that the supplied guard allows any logged-in client, not only a landlord group.
Open guide →How-to guideUnderstand tenant-aware administrator URLs
Know how the helper preserves tenant /ps/ admin paths and forwarded HTTPS.
Open guide →How-to guideUnderstand the client query-string portal routing
Know why the module renders through the working /clients route.
Open guide →How-to guideReview Licence Applications version 1.0.0 details
Record the implemented scope before production rollout.
Open guide →