Open the administrator Licence Applications register
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Reach the staff workspace from the sidebar.
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 this guide helps you do
Reach the staff workspace from the sidebar. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in as an administrator or staff user with View permission.
- Select Licence Applications from the sidebar.
Fields and options
Sidebar position31
IconCertificate
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
- Open the administrator Licence Applications register 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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