Client portal application

Start a new client licence application

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to open and submit the authenticated application form.

Audience: Client portal userPermission: Authenticated client contactModule v1.0.0

Jump to steps

Where to goClient Portal → Licence Applications → New Application

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

Open and submit the authenticated application form. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to Licence Applications.
Select New Application.
Complete all required fields.
Submit.
Go to the created case and record the reference.

Fields and options

Initial statusapplication_started

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-client-application/

Rules and limits

The portal controller limits records to the current client ID.

Check it worked

Start a new client licence application 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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