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Secure client area
Account overview
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Account
My profile
Verified business and contact details from your Britixo CRM account.
Primary details
Account profile
Account ownership
Client relationship
- Account reference
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- Account manager
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- Preferred contact
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- Data source
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Official correspondence
Official Letters
Securely review and download official correspondence issued to your account.
Total letters
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Authenticated access
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Account protection
Security
Manage password, profile and security settings securely within MyAccount.
Native CRM authentication
This dashboard uses the existing secure Britixo CRM client session.
Customer ownership
Account records are filtered to the authenticated customer and contact.
Password and profile
View subscriptions to manage your password and account settings.
Finance
Billing and invoices
Verified billing records visible to your authenticated CRM contact.
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Invoice history
Visible invoices
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Services
My services
View verified active services organised by service category.
Service category
Subscriptions
Active subscription plans and recurring managed services.
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Applications
License Applications
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Plans
Subscriptions
Subscription records visible to the authenticated CRM contact.
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SaaS access
SaaS tenancies
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Online services
Domains
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Integration
Secure account connection
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Support
Support tickets
Verified support records belonging to your CRM account.
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Account records
Documents
Customer files visible to your authenticated CRM contact.
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Connection
Account data status
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