Setup, access and Letter Manager integration

Understand Email Marketing & Newsletter access

Apply the access behaviour actually enforced by the supplied controller. 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: Authenticated staff accountModule v1.0.0
Jump to steps
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter
Before you start
  • Use an authorised account and confirm the source CRM record or setting is correct.
  • Follow the exact route shown above; do not force database values to imitate a completed action.

What you’ll accomplish

Apply the access behaviour actually enforced by the supplied controller. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Sign in as a staff member.
  2. Go to Letter Manager and select the newsletter tab.
  3. Use organisational roles and Letter Manager access controls to limit who may reach the page.

Fields and options to review

Action scopeApply the access behaviour actually enforced by the supplied controller.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

Rules the system enforces

  • The module controller extends AdminController and requires staff authentication.
  • The supplied code registers no separate Email Marketing capability and performs no per-action staff capability check.
  • Do not claim a dedicated campaign permission exists unless a future module release adds one.

How to confirm it worked

  • The requested record, output or setting is created or updated through the supported module flow.
  • Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
  • An error message is investigated rather than bypassed.

Security, privacy and operational checks

  • Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
  • Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
  • Test configuration changes with controlled records before production-wide use.
  • Retain or delete evidence only under an authorised retention process.
Important code-backed limitationBecause no dedicated capability is registered, restrict Letter Manager access and campaign operation through authorised staff roles and operating procedures.