Understand roles, permissions and visible menus
Learn why different users see different menu options and how permissions protect customer and financial data.
Feature pathSetup → Roles / Setup → Staff
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Learn why different users see different menu options and how permissions protect customer and financial data. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Setup → Roles / Setup → Staff.
- Identify the purpose of the screen and the records visible to your role.
- Use search, filters, status controls and record links to move from summary information to detail.
- Review related customers, ownership, dates, activity and financial information before taking action.
- Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting.
- Confirm every completed action through the resulting status, timeline, document or notification.
- Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions.
Important fields and decisions
Company or individual nameConfirm this information is accurate and appropriate for the record.
Primary contactConfirm this information is accurate and appropriate for the record.
Billing and shipping addressConfirm this information is accurate and appropriate for the record.
Country, currency and languageConfirm this information is accurate and appropriate for the record.
Customer groupConfirm this information is accurate and appropriate for the record.
Assigned staff and portal settingsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Search for duplicates first.
- Use a shared business email only when appropriate.
- Review contact permissions before sending portal access.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcheckcurrencyapprovalproviderclient portalnotificationsemailcustomers
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