How to Configure the Client Portal and Login Access in Cloud Britixo Practice Management?
How to Configure the Client Portal and Login Access in Cloud Britixo Practice Management?The Client Portal in Britixo is a powerful self-service area where your clients can view invoices, projects, tickets, files, estimates, proposals, and more — all in one place. With the right setup, it enhances your client experience, reduces support load, and keeps communication transparent.
A. What Is the Client Portal?
The Client Portal is a private, secure area that each client can log into to:
View their invoices and pay online
Track project progress and status
Communicate via support tickets
Review estimates/proposals
Access shared files, tasks, and notes
Update their contact details
Each client has their own unique login and only sees data relevant to their organisation.
B. Step-by-Step Setup Guide (Admin/Staff)
1. Enable the Client Portal Globally.
Go to Setup → Settings → Clients
Ensure that “Allow Client Portal Login” is enabled
Optional: Enable client registration (if you want them to sign up directly)
Go to Customers → View Client Profile
Click Contacts tab → Add or Edit a contact
Tick the checkbox: “Set login credentials”
Enter a username (email) and password
Save changes → An email will be sent with login details (if enabled)
Tip: You can give one client multiple login users with role-based limitations.C. Your Client Login URL.
Direct your clients to:
https://britixo.com/app/(your-company-name)/ps/ (for exact link) Dashboard -> My Account -> Account Overview.Once logged in, they’ll be redirected to their Client Portal Dashboard.
D. What Can Clients See in the Portal?
D. What Can Clients See in the Portal?This depends on your admin settings, but typically includes:
| Module | Can Clients... |
|---|---|
| Invoices | View, download, pay online |
| Estimates | Accept/decline, comment |
| Projects | View milestones, tasks, discussions, files |
| Proposals | Review, approve, comment |
| Support | Submit/view support tickets |
| Files | Download shared documents |
| Tasks | (Optional) View or collaborate on assigned tasks |
| Announcements | Read company news/alerts |
| Contracts | View and e-sign |
Customers → View Client → Tab: Permissions
E. Add Multiple Contacts per Client
E. Add Multiple Contacts per ClientIf your client company has multiple staff members:
Go to the Client Profile → Contacts
Click Add Contact
For each contact, you can:
Enable portal login
Limit permissions (e.g., only invoices, or tickets only)
Assign them to email lists
This allows fine-tuned access for different departments (finance, support, project leads, etc.)
F. Set Role-Based Access for Client Users.
F. Set Role-Based Access for Client Users.Go to Setup → Customer Permissions
You can control:
What each client contact can see/do
Whether they can download PDFs, submit tickets, etc.
Optional: Force approvals on estimates or proposals
G. Test the Portal Yourself.
G. Test the Portal Yourself.Before inviting clients, do a self-check:
Create a dummy client with an email address you control
Assign portal access
Log in via: https://britixo.com/app/login
View the layout, test invoice downloads, submit a ticket
This ensures the experience matches your branding and setup.
H. Branding & Portal Customisation.
H. Branding & Portal Customisation.Go to Setup → Settings → Branding
Customise:
Company logo
Portal colour scheme
Custom login background (optional)
Footer text
You can also customise the PDF headers and invoice layout here
Optional: Use the module "Custom CSS/HTML" if available to further style the portalI. Automated Emails for Client Portal Access
Emails are sent when:
A new contact is given portal access (with login credentials)
Password is reset
New invoice, estimate, or ticket response is sent
You can modify these emails under:
Setup → Email Templates → Customer Templates
J. Security Best Practices
J. Security Best PracticesRecommend clients use strong passwords
Enable 2-Factor Authentication (2FA) if the module is active
Set timeouts for inactive sessions under Setup → Security Settings
Monitor Client Activity Logs under each client’s profile (shows portal usage)