How to Reset a Client’s Portal Password in Britixo?

Britixo allows you to reset a client contact's portal password if they forget their login credentials or request new access. You can manually send a reset link or assign a new password directly from the client contact settings.

This guide explains how to reset a client’s password securely using the correct options within their contact profile.

🔹 Step-by-Step: Reset a Client's Password

🧭 Open the Client Profile

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. Go to Customers → Clients from the left menu.
   
   

3. Click on the Client Name to open their profile.
   
   

👤 Access the Contact Details

4. Click the Contacts tab within the client profile.
   
   

5. Find the contact who needs a password reset.
   
   

6. Click the Edit icon (🖉) next to their name.
   
   

🔑 Reset the Password

7. Scroll to the Password section in the contact edit form.
   
   

You now have two options:

• Manual Reset:
  
  

• Enter a new password in the Password field.
  
  

• Confirm it in the Repeat Password field.
  
  

• Click Save to apply the new password.
  
  

• You can then share this manually with the client via secure means.
  
  

• Send Set Password Email:
  
  

• Instead of entering a new password, tick the box “Send Set Password Email” (if enabled).
  
  

• Britixo will send the contact an email with a link to set their password themselves.
  
  

Note: The email option will only work if SMTP is properly configured in your system.

🔒 Important Security Note

• Never send passwords through insecure channels (e.g., plain email or chat).
  
  

• Use the Send Set Password Email option whenever possible for better security.
  
  

• Ensure the client contact’s email is correct before sending the reset link.