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Administration & integrations

Britixo: Staff, Custom Fields, GDPR, Roles and Theme Setup | Live Feature Overview

2:11 · Official YouTube tutorial ·

Updated automatically from our official channel.

Explore staff, custom fields, gdpr, roles and theme setup in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.

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Explore staff, custom fields, gdpr, roles and theme setup in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/create-custom-fields/#britixo-live-034 IN THIS VIDEO • Setup - Setup — Header Configuration • Setup - Setup — Staff • Setup - Setup — Email Templates • Setup - Setup — Custom Fields • Setup - Setup — GDPR • Setup - Setup — Roles • Setup - Setup — Theme Style • Setup - Setup — Settings Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with clear UK English narration. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Complete User roles https://britixo.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-user-roles/ Understand custom CSS output https://britixo.com/help-centre/crm-theme-brand-style-manager-css-output/ Apply custom CSS security controls https://britixo.com/help-centre/crm-theme-brand-style-manager-css-security/ Clear custom CSS explicitly https://britixo.com/help-centre/crm-theme-brand-style-manager-clear-custom/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLHmFOhMUZB9s Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #SoftwareTutorial #CRMSoftware #TeamManagement #BusinessSoftware #SmallBusinessUK #Productivity

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