Protect client document ownership
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Rely on current-client case ownership and visibility checks for downloads.
Where to goClient Portal → Licence Applications → Documents
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
Rely on current-client case ownership and visibility checks for downloads. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case or storage/audit area described.
- Verify the intended record and visibility.
- Perform only the authorised action.
- Check the register, portal and retained evidence after the action.
Fields and options
Checksclient_id and visible_to_landlord
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-deletion-security/
Rules and limits
- The module applies the stated soft-delete, ownership, visibility or storage behaviour.
Check it worked
- Protect client document ownership 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
- Do not expose landlord, property, identity or authority documents beyond their intended audience.
- Do not delete storage files directly to simulate a module action.
Related guides
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