Assign Edit Licence Applications permission
Allow case details, statuses and staff document actions that require edit access. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Roles → Role → Licence Applications → Edit
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify 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 you’ll accomplish
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.
Follow these steps
- Enable Edit.
- Save.
- Check the user can open Edit and Update Status actions.
Fields and options to review
Capabilityedit
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Rules the system enforces
- The supplied hooks/controller enforce this behaviour.
How to confirm it worked
- 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.
Continue with related guidance
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