Assign Edit Licence Applications permission
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Allow case details, statuses and staff document actions that require edit access.
Where to goAdmin Area → Setup → Roles → Role → Licence Applications → Edit
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 this guide helps you do
Allow case details, statuses and staff document actions that require edit access. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Enable Edit.
- Save.
- Check the user can open Edit and Update Status actions.
Fields and options
Capabilityedit
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Rules and limits
- The supplied hooks/controller enforce this behaviour.
Check it worked
- Assign Edit Licence Applications permission 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.
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