Britixo CRM
Enterprise Help Centre
Menu
Built-in Features
Getting Started
Start here and set up your Britixo CRM
Dashboard & Navigation
Navigate and customise your workspace
Customers & Contacts
Manage customers, contacts and relationships
Leads & Pipeline
Track leads and manage the sales pipeline
Proposals & Estimates
Create, send and track sales documents
Invoices & Payments
Create invoices and manage payments
Subscriptions
Manage recurring plans and renewals
Expenses & Finance
Track expenses and financial activity
Projects & Tasks
Plan projects and manage work efficiently
Support & Knowledge
Manage tickets and knowledge resources
Contracts & Documents
Create, store and manage agreements
Staff & Organisation
Manage teams, roles and departments
Email & Communications
Manage email and communication logs
Reports, Goals & Surveys
Generate reports and track performance
Client Portal
Control customer portal access and visibility
Data Privacy & Security
Apply privacy, access and security controls
System Customisation
Configure fields, menus and CRM settings
Enterprise Integrations
Connect supported third-party services
Modules
Appointments & Scheduling
Bookings, calendars, availability and reminders
Accounting & Bookkeeping
Accounts, banking, tax, journals and reports
Human Resource Management
Employees, onboarding, payroll and governance
Companies House Leads
UK company search, enrichment and lead import
Compliance Monitor
Property compliance, renewals, governance and audit
Courier & Logistics Management
Drivers, fleet, jobs, POD, fuel and settlement
Mailbox Exchange
Shared mailboxes, AI assistance and CRM conversion
Products
Software Development
VoIP
Contact
Search
Ctrl K
Help centre
›
Staff, roles and organisation
Category
Staff, roles and organisation
Manage staff accounts, permissions, roles, departments, profiles and team access.
01
Create a staff account
Add a team member with contact details, role, departments and access status.
02
Edit staff profile and status
Update profile information, language, signature and active status.
03
Create and manage roles
Define reusable permission sets for CRM modules and sensitive actions.
04
Assign individual staff permissions
Apply role permissions and any supported user-specific adjustments carefully.
05
Assign staff to support departments
Control which staff receive and work on departmental tickets.
06
Review a staff member profile and activity
View assigned work, activity, projects, tasks and timesheets according to permissions.
07
Manage staff timesheets
Review time entries by member, date and related task before billing or reporting.
08
Configure staff two-factor authentication
Enable and verify an additional authentication factor for staff login.
09
Deactivate staff access safely
Remove login access while preserving ownership history and reassigning active work.
Related Human Resource Management module
Human Resource Management →
Open Employee 360 guide →
Esc
