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Managing Roles and Permissions in Britixo?
Introduction
In Britixo CRM UK, roles define a team member’s default level of access 🔑, while permissions control the specific actions they can perform within the system. By managing roles and permissions effectively, you ensure that every staff user has the tools they need to work efficiently — and nothing more, keeping your data safe 🔐.
This guide will walk you through creating new roles, editing existing ones, and adjusting permissions to fit your team’s needs.
Step-by-Step: Managing Roles and Permissions
🗂️ 1. Access the Roles & Permissions Settings
From the main menu, go to Setup ⚙️ → Roles .
You will see a list of all existing roles in the system.
➕ 2. Create a New Role
Click the + New Role button.
Enter a Role Name 🏷️ — for example, Project Manager or Support Agent .
Click Save — the new role will be added to the list.
✏️ 3. Edit an Existing Role
To change a role’s name or permissions, click the Edit ✏️ icon next to the role.
Make changes as needed and save.
🎯 4. Assign Permissions to a Role
While editing a role, you’ll see the Permissions Matrix .
Permissions are grouped by module — for example:
Projects 📂 – View, Create, Edit, Delete
Invoices 💳 – View, Create, Edit, Delete
Support Tickets 🎫 – View, Reply, Close
Tick ✅ or untick boxes to allow or restrict access.
Click Save when finished.
👥 5. Assign Roles to Staff Members
Go to Setup ⚙️ → Staff .
Click Edit next to the team member you want to update.
Select the role from the Role dropdown.
Save your changes.
🔍 6. Best Practices for Roles and Permissions
Use roles to create consistent access for similar job functions.
Avoid giving administrator access unless absolutely necessary.
Review roles quarterly to ensure permissions match job responsibilities.
When a team member leaves, remove or disable their account immediately.
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🧠 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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