Understand the Licence Applications module
Follow this guide to manage consultant-led landlord licence cases through staff and authenticated client workspaces. 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 → 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
Manage consultant-led landlord licence cases through staff and authenticated client workspaces. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in to the staff admin area.
- Go to Licence Applications.
- Check the register, process stages, KPIs and cases.
- Use the client portal only for records owned by that customer.
Fields and options to review
Module version1.0.0
Admin routeadmin/license_applications
Client route surface/clients?license_applications=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Rules the system enforces
- The module uses staff menu hooks and client-menu hooks.
How to confirm it worked
- Understand the Licence Applications module 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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