Setup, access and permissions

Open the administrator Licence Applications register

Reach the staff workspace from the sidebar. 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.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications
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

Reach the staff workspace from the sidebar. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Sign in as an administrator or staff user with View permission.
  2. Select Licence Applications from the sidebar.

Fields and options to review

Sidebar position31
IconCertificate
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

  • Open the administrator Licence Applications register 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.