Understand the Licence Applications module
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 manage consultant-led landlord licence cases through staff and authenticated client workspaces.
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
Manage consultant-led landlord licence cases through staff and authenticated client workspaces. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in to the staff admin area.
- Go to Licence Applications.
- Check the register, process stages, KPIs and cases.
- Use the client portal only for records owned by that customer.
Fields and options
Module version1.0.0
Admin routeadmin/license_applications
Client route surface/clients?license_applications=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Rules and limits
- The module uses staff menu hooks and client-menu hooks.
Check it worked
- Understand the Licence Applications module 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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