Assign HMO Manager permissions
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Grant View, Create, Edit and Delete capabilities according to duties.
Where to goAdmin Area → Setup → Staff → Roles → Open role → HMO Manager
Before you start
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Verify module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What this guide helps you do
Grant View, Create, Edit and Delete capabilities according to duties. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Follow these steps
- Sign in to the staff admin area and open Admin Area → Setup → Staff → Roles → Open role → HMO Manager.
- Verify that your account meets the access rule: Administrator.
- Go to the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields and options
CapabilitiesView, Create, Edit, Delete
Controller guardAdministrators bypass capability check
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-setup-access/
Rules and limits
- Every admin controller request starts with a View guard unless a later action calls a stronger capability guard.
- The menu itself remains administrator-only in the supplied registration code.
Check it worked
- The assign hmo manager permissions workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.
Related guides
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