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:
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View their invoices and pay online
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Track project progress and status
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Communicate via support tickets
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Review estimates/proposals
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Access shared files, tasks, and notes
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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.
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Go to Setup → Settings → Clients
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Ensure that “Allow Client Portal Login” is enabled
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Optional: Enable client registration (if you want them to sign up directly)
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Go to Customers → View Client Profile
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Click Contacts tab → Add or Edit a contact
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Tick the checkbox: “Set login credentials”
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Enter a username (email) and password
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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.
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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?
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
If your client company has multiple staff members:
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Go to the Client Profile → Contacts
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Click Add Contact
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For each contact, you can:
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Enable portal login
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Limit permissions (e.g., only invoices, or tickets only)
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Assign them to email lists
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This allows fine-tuned access for different departments (finance, support, project leads, etc.)
F. Set Role-Based Access for Client Users.
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Go to Setup → Customer Permissions
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You can control:
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What each client contact can see/do
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Whether they can download PDFs, submit tickets, etc.
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Optional: Force approvals on estimates or proposals
G. Test the Portal Yourself.
Before inviting clients, do a self-check:
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Create a dummy client with an email address you control
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Assign portal access
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Log in via: https://britixo.com/app/login
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View the layout, test invoice downloads, submit a ticket
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This ensures the experience matches your branding and setup.
H. Branding & Portal Customisation.
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Go to Setup → Settings → Branding
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Customise:
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Company logo
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Portal colour scheme
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Custom login background (optional)
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Footer text
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You can also customise the PDF headers and invoice layout here
Optional: Use the module "Custom CSS/HTML" if available to further style the portal
I. Automated Emails for Client Portal Access
Emails are sent when:
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A new contact is given portal access (with login credentials)
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Password is reset
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New invoice, estimate, or ticket response is sent
You can modify these emails under:
Setup → Email Templates → Customer Templates
J. Security Best Practices
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Recommend clients use strong passwords
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Enable 2-Factor Authentication (2FA) if the module is active
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Set timeouts for inactive sessions under Setup → Security Settings
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Monitor Client Activity Logs under each client’s profile (shows portal usage)