Help Centre

BRITIXO Core CRM Software

Click "Add New Staff Member" You’ll see a button in the top-right corner labeled “New Staff Member” — click.

UK-basedGlobal delivery150+ professionalsEnterprise-grade software
BRITIXO Core CRM Software
  • Software Solutions
  • The Britixo Software
  • Britixo CRM
  • Practice Management
  • PMS Modules
  • Industry Specific PMS
  • Accounting Practice Management
  • Customer Management Practice
  • Real Estate PMS
  • SaaS For UK Accountants
  • ERP Software
  • Hosting Solutions
  • SSH Shared Hosting
  • Corporate VPS
  • Cloud Hosting
  • Dedicated Servers
  • Links
  • Get Started
  • Login
  • Help Centre & Resources
  • Our Terms
  • Contact Us
  • Partnership
  • Links Map
  • Other Services
  • Arrange On-site or online Meeting?

BRITIXO Core CRM Software

Industry Specific Software Solutions

Core Features

Built-In Modules

Resources & Help Centre

How to Invite Your Team Members to Britixo?

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

Log in to Britixo Go to login page and log in with your admin credentials.

Navigate to Staff Management From the left sidebar, go to: Setup → Staff → Staff Members

Click "Add New Staff Member" You’ll see a button in the top-right corner labeled “New Staff Member” — click it.

Enter Team Member Details

Full Name

Email Address (this is where login info will be sent)

Username

Role (select Admin, Staff, or Custom Role)

Optionally upload a profile image

Assign Permissions & Role Access

Check the boxes for modules this user should access

Use pre-defined roles or set custom permissions manually

Enable Email Notification (Optional) Tick the option to Send Email to Staff Member to automatically send login credentials.

Click "Save" The staff member will now appear in the list, and they’ll receive a welcome email with login details.

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
  • © CRM
  • © Practice Management
  • ⚙️ Settings & Customisation
  • Accounting & Bookkeeping Software UK
  • Accounting and Bookkeeping Module Guide
  • ERP
  • Help Centre
  • Real Estate Management Guide
  • Real Estate Management Module
  • 🎟️ Support & Tickets
  • 👥 Clients & Contacts
  • 👨‍💼 Team / Users & Permissions
  • 📊 Reports & KPIs
  • 📘 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.

Useful Links:

Practice Management Software

Industry Specific Solutions

Client Relationship Management

Pre-activated Features

Pre-activated Modules

Additional Modules & Features

Accounting and Bookkeeping

Real Estate - Property Management Software

Enterprise Resource Planning

Support Desk

Resources & Helpful Articles.

Log in / Register

Terms of use

Terms & Conditions

Cloud Hosting Solutions

Digital Partnership

Strategic Partnership

Website Designing

Website Development

Custom Development

Website Maintenance

BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .

COPYRIGHTS PROTECTED © BRITIXO UK 2025

Chat with us