Client portal application

Open the client Licence Applications list

Follow this guide to review licence cases owned by the signed-in customer. 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: Client portal userPermission: Authenticated client contactModule v1.0.0

Jump to steps

Where to goClient Portal → 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

Review licence cases owned by the signed-in customer. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Sign in to the client portal.
Select Licence Applications.
Check reference, service, authority, status and last update.

Fields and options to review

OwnershipCurrent client_id only

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-client-application/

Rules the system enforces

The portal controller limits records to the current client ID.

How to confirm it worked

Open the client Licence Applications list 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.

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