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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.
- Log in to Your Britixo Account
Go to https://britixo.com/app/login or click here for login page and sign in with your credentials.
Access the Dashboard Once logged in, you’ll land directly on the Dashboard . If not, click “Dashboard” from the left-hand menu.
Click the "Customise Widgets" Button Locate the button (usually a cogwheel or “Customize” option) on the top-right of the dashboard.
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
Save Changes After rearranging or selecting widgets, click “Save” or simply refresh to apply changes.
✨ 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.
- © Britixo Software
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- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
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