Client portal overview
Understand the areas a contact can see and how staff permissions differ from contact permissions.
Feature pathCustomer-facing portal
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Understand the areas a contact can see and how staff permissions differ from contact permissions. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Customer-facing portal.
- Identify the purpose of the screen and the records visible to your role.
- Use search, filters, status controls and record links to move from summary information to detail.
- Review related customers, ownership, dates, activity and financial information before taking action.
- Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting.
- Confirm every completed action through the resulting status, timeline, document or notification.
- Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions.
Important fields and decisions
Name and emailConfirm this information is accurate and appropriate for the record.
RoleConfirm this information is accurate and appropriate for the record.
DepartmentsConfirm this information is accurate and appropriate for the record.
PermissionsConfirm this information is accurate and appropriate for the record.
LanguageConfirm this information is accurate and appropriate for the record.
Active and authentication settingsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Apply least-privilege access.
- Use a unique email account.
- Reassign work before deactivation.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Related guides
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