Setting Project Permissions for Team Access in Britixo?

📘 Introduction:

Britixo CRM gives you control over who can access and interact with specific elements of a project. Whether it’s assigning staff roles, setting client visibility, or managing access to discussions and tasks, permissions ensure your projects are secure and structured. You can customise access on both a project-wide and task-specific level.

🧭 Assigning Staff to a Project

👥 1. Open the Project

• Go to Projects from the sidebar
  
  

• Click to open the desired project
  
  

➕ 2. Assign Team Members

• Go to the Project Settings tab
  
  

• Under Project Members, click Edit
  
  

• Select staff members to assign
  
  

• Click Save
  
  

✅ Assigned members can view and interact with the project, based on their global permissions (see below).

🔐 Project Permissions: Staff Roles

Each staff member’s actions depend on their role and global permissions (configured under Setup > Staff Roles). Key project-related permissions include:

• View Project
  
  

• Create/Edit Tasks
  
  

• View/Add Discussions
  
  

• Upload Files
  
  

• Log Time
  
  

• Create Milestones
  
  

• Delete or Archive Projects
  
  

🧠 Staff without project access won't see it listed at all.

🔒 Controlling Task-Level Access

When creating or editing a task:

• Use the "Visible to customer" checkbox to allow clients to see the task
  
  

• Use the "Assigned to" field to control which staff can work on it
  
  

Tasks not assigned to a staff member won’t appear in their list unless they are project members.

🧾 Restricting Invoice and Finance Access

To limit access to financial details:

• Go to Setup > Roles > Edit Role
  
  

• Disable access to:
  
  

• Invoices
  
  

• Estimates
  
  

• Payments
  
  

• Expenses
  
  

• Or uncheck “View Financial Data in Projects”
  
  

👤 Client Permissions in Projects

Clients can be linked to a project and given visibility to specific areas:

To show an item to the client:

• Check “Visible to customer” during creation
  
  

• Or toggle visibility later by editing the item
  
  

🛠️ Setting Defaults for Project Items

Admins can configure default visibility settings under:
Setup > Settings > Projects

Example:

• Automatically hide all new tasks from clients
  
  

• Require manual visibility setting per task or file
  
  

✅ Tips:

• Limit access to sensitive project files by toggling visibility
  
  

• Use staff roles to avoid micromanaging each project
  
  

• Assign only active collaborators to reduce clutter and notifications.