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Administration & integrations

How to Add Staff, Roles and Permissions in Britixo

0:48 · Official YouTube tutorial ·

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How to Add Staff, Roles and Permissions in Britixo. Follow the live application screens with clear instructions and English captions.

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How to Add Staff, Roles and Permissions in Britixo. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-staff-account/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/staff-organisation/ Assign staff to support departments: https://britixo.com/help-centre/assign-staff-to-support-departments/ Understand roles, permissions and visible menus: https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Review a staff member profile and activity: https://britixo.com/help-centre/review-a-staff-member-profile-and-activity/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLHmFOhMUZB9s Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Define the role first • Add a staff member • Review access before saving • Verify the team record Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRMSoftware #SoftwareTutorial #UserPermissions #TeamManagement MORE HELP https://britixo.com/help-centre/assign-individual-staff-permissions/ https://britixo.com/help-centre/configure-staff-two-factor-authentication/ #CRMTutorial #BusinessSoftware

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