- 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
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:
Feature
Show to Customer Option?
Tasks
✅ Yes
Discussions
Files
Time Tracking
❌ No
Milestones
❌ No (indirect only)
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.
- © 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
