Grant e-Invoice Bulk Export permission
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Expose the Utilities child menu only to authorised staff.
Where to goAdmin Area → Setup → Staff → Roles → e-Invoice → Bulk Export
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 this guide helps you do
Expose the Utilities child menu only to authorised staff. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Go to the role.
- Enable Bulk Export under e-Invoice.
- Save.
- Sign in as a test staff member and confirm Utilities → Bulk Export appears.
Fields and options
Action scopeExpose the Utilities child menu only to authorised staff.
Module version1.0.0
NavigationAdmin Area → Setup → Staff → Roles → e-Invoice → Bulk Export
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- The sidebar item is registered only when staff_can bulk_export, einvoice_module.
Check 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.
Related guides
Was this guide useful?Your response is stored only in this browser.