Troubleshooting, limitations and technical reference

Troubleshoot a missing Licence Applications admin menu

Check activation and View permission. 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 / technical supportModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Modules and Setup → Roles
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

Check activation and View permission. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to the exact workspace stated above.
  2. Verify activation, permission, ownership, field validation and supporting service configuration.
  3. Apply only the corrective action supported by the supplied code.
  4. Retest with a controlled case.

Fields and options to review

Common causesInactive module or missing View permission
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-troubleshooting-limitations/

Rules the system enforces

  • The supplied module implements or omits the function exactly as described.

How to confirm it worked

  • Troubleshoot a missing Licence Applications admin menu 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.