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Adding New Team Members in Britixo Practice Management Software or CRM?
Introduction
In Britixo CRM UK, team members (also called staff users) are the people within your organisation who will use the system to manage clients, projects, sales, and support. Adding a team member correctly ensures they have the right access 🔑 to do their work without compromising data security 🔐.
This guide will show you step-by-step how to create a new team member, configure their role, and adjust permissions.
Step-by-Step: Adding a New Team Member
➕ 1. Navigate to the Staff Management Area
Go to Setup ⚙️ → Staff from the main menu.
Click the + New Staff Member button in the top-right corner.
👤 2. Enter Staff Details
Full Name – Required for identification across the system.
Email Address 📧 – Used for system notifications and login.
Phone Number 📞 – Optional, for internal contact.
Profile Image 🖼️ – Optional, helps personalise the workspace.
🛠️ 3. Assign a Role
Select the role from the Role dropdown.
Roles determine the default permissions a team member has.
Examples:
Administrator 🏆 – Full access to all features.
Sales Staff 💼 – Focused on leads, opportunities, and invoicing.
Support Agent 🎫 – Manages tickets and client queries.
🔐 4. Set Login Access
Tick Set Login Credentials to create a username/password.
Britixo automatically sends a welcome email 📩 with login details.
For security, ensure a strong password is used.
🎯 5. Adjust Permissions (Optional)
If you need to customise access beyond the role’s default:
Scroll to the Permissions section.
Enable/disable access to modules like Projects 📂 , Invoices 💳 , Reports 📊 , etc.
💾 6. Save the New Team Member
Click Save — the staff member is now active and can log in immediately.
Best Practices
Always assign the minimum necessary permissions for security.
Review permissions quarterly to keep access up to date.
Remove inactive staff promptly.
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- 🧲 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.
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All queries: Sales @ Britixo.com
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