Customer knowledge area

My Account help and step-by-step guides

Manage your Britixo account with clear steps for signing in, billing, business software, team access, projects, hosting, VoIP and support.

44 practical guidesSearch by taskPermission-aware steps
Open My Account ↗Start with the account overviewVisitor Intelligence guides
Start with the task you want to complete.My Account manages your Britixo services and account. Your installed CRM or ERP has its own workspace. Available actions depend on your permissions, service status and approval.

Choose a task

44 guides
Getting started

Find your way around My Account

Find your services, invoices, projects, applications and support in one place, and understand which menus your account can use.

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Getting started

Create and verify your My Account login

Register your business details and complete the separate email and WhatsApp checks before using your account.

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Getting started

Sign in with email, WhatsApp or a password

Choose an available sign-in method and complete the verification shown for your account.

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Getting started

Reset a forgotten My Account password

Request a reset email and choose a new password using the valid reset link.

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Profile and security

Update your company and contact details

Update your profile and verify a changed business email or WhatsApp number.

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Profile and security

Set up WhatsApp or authenticator verification

Activate the supported two-factor method and understand the verification needed to launch your software.

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Billing and subscriptions

View invoices and make a payment

Open an invoice, check its charges and payments, and use the payment methods available for that invoice.

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Billing and subscriptions

View, download and print an account statement

Choose a date range and open a statement for your account.

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Billing and subscriptions

Check subscription, trial and renewal status

Understand the status, dates and renewal invoice shown for each software subscription.

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Projects and services

Track project tasks, milestones and progress

Find a project and review the information your project team has shared with you.

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Projects and services

Review, accept or reject a project submission

Review a delivered version and record a clear acceptance or request for corrections.

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Projects and services

Upload project files and talk to the project team

Share permitted project files and keep project conversations with the correct project.

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Projects and services

Request and follow a professional service

Create a professional-service request and follow its connected service workspace.

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Business applications

Open and manage your installed software

Find an installed application, understand its access status and launch an authorised workspace.

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Business applications

Install your Britixo Business App

Select optional modules around the included CRM Foundation and request your application installation.

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Business applications

Request additional modules and integrations

Describe the business outcome for a module or integration request and send it for review.

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Business applications

Activate, update or deactivate an installed module

Use only the module controls enabled for your installed application.

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Team access

Give team members access to My Account

Add a team member with their own login and choose the My Account sections they can use.

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Team access

Remove or restore a team member’s account access

Stop a team member signing in through the account access controls, or restore eligible access later.

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Team access

View and manage users inside your business application

Choose an application, review its staff directory and open its authorised staff-management screen.

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Requests and support

Check a domain and request a reservation

Check availability and send a domain-reservation request to Britixo.

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Requests and support

Request an API integration

Submit the systems, data and actions you need connected through an API.

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Requests and support

Create, find and reply to a support ticket

Send a clear support request, attach permitted files and follow replies in one conversation.

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Applications and documents

Start, save and submit a licence application

Complete the category-specific questionnaire, resume a draft and submit a tracked application.

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Applications and documents

Follow a licence application and upload its documents

Review application progress, read the guidance and add the requested supporting documents.

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Applications and documents

Open documents and sign an official letter

Find shared documents, open an official letter PDF and complete an available signature request.

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Hosting and VPS

Open your hosting control panel

Find hosting linked to your account and open the authorised control panel.

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Hosting and VPS

Choose a VPS plan and open its invoice

Select an available Managed VPS package and billing term, then review the generated subscription invoice.

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Hosting and VPS

View a VPS and manage its power state

Select a server, review its state, rename it and use permitted start, stop or reboot actions.

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Hosting and VPS

Use VPS console access and password controls

Generate permitted console access or reset a VPS password and handle the returned credentials carefully.

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Hosting and VPS

View VPS metrics, IP details and reverse DNS

Review traffic and IP information, and update permitted reverse-DNS settings.

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Hosting and VPS

Manage VPS network restrictions and monitoring

Use permitted null-route and monitoring actions and understand their effect on connectivity.

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Hosting and VPS

Use VPS snapshots, reinstall and ISO recovery

Understand the available snapshot, restore, reinstall and ISO actions before making a recovery change.

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Hosting and VPS

Manage VPS notifications and inspect activity

Configure supported alert rules and inspect the recorded result of VPS operations.

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VoIP and calling

Apply for a VoIP or telecommunications service

Complete the service-design questionnaire so Britixo can assess your calling requirements.

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VoIP and calling

Find, reserve and apply for a telephone number

Search for a number, review its reservation invoice and submit the eligible DID application.

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VoIP and calling

Verify and select your VoIP caller ID

Verify a number you control or use an eligible dedicated DID as the outgoing caller ID.

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VoIP and calling

Manage extensions, phone labels and incoming routes

Keep calling labels clear and route an incoming number to an available destination.

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VoIP and calling

Create an IVR menu and keypad choices

Set the menu’s fallback behaviour and connect keypad choices to available destinations.

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VoIP and calling

Configure ring groups and call queues

Choose call-distribution settings and add available extensions as group or queue members.

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VoIP and calling

Add calling credit and check payment status

Top up the eligible calling account and understand the status returned after payment.

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VoIP and calling

Manage a saved VoIP card and automatic recharge

Save an eligible payment method and control the threshold, amount and limit for automatic calling-credit payments.

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VoIP and calling

Set up a SIP phone or softphone

Use the connection details issued for your extension and check that your phone registers successfully.

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Getting started

Resolve missing menus, records or service access

Check account access, upstream data status and service messages before reporting a problem.

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