Source: https://www.brixit.io/docs/crm-company-access

# Set up company information and access in Brixit CRM

## Update Company Settings

1. Open **Settings → Company Settings**.
2. Review **Company Name**, **Contact Email**, **Company Phone** and **Address**.
3. Select the company **Currency**. Check its intended use before changing a shared default.
4. Upload the **Company Logo** if needed, complete the crop and inspect the preview.
5. Select **Save** and reopen the page to verify the saved details.

A disabled form or permission message means your role cannot change company settings.
Ask the responsible administrator to make the change.

## Create a role

1. Open **Settings → Roles & Permissions** and select **Create**.
2. Enter the role **Name**.
3. Optionally use **Import From** to start with another role's permissions.
4. Save the role, then open its **Edit** action to review the permissions it should have.

![Create a role with a name and an optional Import From selection](https://www.brixit.io/images/docs/modules/settings-role-create.jpg)

*The new-role form starts with a name and an optional existing role to copy.*

Copying a role is a starting point. Review the inherited access before assigning people
to the new role.

## Review permissions

Expand the relevant module in the permissions editor and review each action's available
access choices. Record-based permissions can expose different visibility scopes;
configuration actions may use simpler access choices. Select only from the choices
shown for that permission, then save the changes.

Menu access and action access are different. Being able to see Contacts does not imply
permission to export contacts, delete them or change their owner. The same principle
applies to documents, reports, transactions, integrations and settings.

The built-in administrator role is protected from the normal role-edit/delete actions.
For an ordinary role, check the **Users** count before making changes that affect everyone
using it.

## Assign access to an employee

Open **HR → Employees**, create or edit the employee, and select the intended access
level/role in their account details. Follow the [employee guide](https://www.brixit.io/docs/crm-hr) for the
remaining employment fields. Departments and designations organise the team; they are
not a substitute for permission review.

After saving, verify access with the intended user: the expected menus should be visible,
permitted actions should be available, and record visibility should match their job.

## Resolve missing access

Check the module's view permission, the specific action permission, record ownership or
team scope, and any state/approval restriction. If an integration-dependent menu is
missing, check the service connection too. An administrator seeing an action does not
prove every role can use it.

For personal details and mailbox settings, use the avatar's **Profile Settings** and the
[personal tools guide](https://www.brixit.io/docs/crm-communications).