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✅ How to Customise Your Britixo Dashboard?

Inviting your team to Britixo allows you to collaborate, assign tasks, and manage operations more efficiently.

👥 Step-by-Step Instructions:

  1. Log in to Your Britixo Account
  2. Go to https://britixo.com/app/login or click here for login page and sign in with your credentials.

  3. Access the Dashboard
    Once logged in, you’ll land directly on the Dashboard.
    If not, click “Dashboard” from the left-hand menu.

  4. Click the "Customise Widgets" Button
    Locate the button (usually a cogwheel or “Customize” option) on the top-right of the dashboard.

  5. Choose the Widgets You Want to Display

    • Tick the widgets you want (e.g., Invoices, Projects, Leads, Tasks, etc.)

    • Untick the ones you don't need

    • Drag & drop to rearrange the widget positions

  6. Save Changes
    After rearranging or selecting widgets, click “Save” or simply refresh to apply changes.

Britixo-Help-Centre-9-dashboard

✨ Tips for Better Dashboard Use:

  • Pin the most-used modules (like “Invoices” or “Recent Tasks”) to the top.

  • Avoid clutter — select only what’s important for your role.

  • Use filters inside widgets (e.g., show overdue tasks only).

🔐 Notes on Security:

  • Admins have full access to all data — grant carefully.

  • You can always disable or delete users later from the same section.

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🧠 Still need help?

Check out the full documentation or explore our video library or follow the link below to create a support ticket.

Create a support ticket
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