Admin & Settings

Everything that shapes how Brixi works for your team lives here: who's in the workspace, what each person can touch, how the workforce is organized, and whether billing stays healthy. If you're the one keeping Brixi usable for everyone else, this is your home base.

Entry pointAdmin

The guides in this section assume you're a workspace owner, sales operations manager, implementation owner, or admin.

note

Sales users may not see every settings page described here. If you need access to a setting, ask an existing admin to review your role instead of sharing login details or using another user's account.

What Belongs Here

• Users and teams.
• Roles and permissions.
• Organization and workforce settings.
• Notification preferences.
• Billing, subscriptions, invoices, transactions, and credits.
• System settings and custom fields.
• Admin reports and audit-style views.

First Admin Setup Checklist

Use this checklist when setting up a new workspace or reviewing an existing one.

1. Confirm the workspace name, business details, timezone, and primary admin.
2. Invite the core sales users, managers, operations users, and admins.
3. Assign users to the correct teams, groups, or reporting structure.
4. Review which users can create, edit, import, export, delete, or reassign records.
5. Confirm lead ownership and visibility rules before bulk importing data.
6. Connect required channels such as email, WhatsApp, SMS, telephony, calendar, and lead sources.
7. Review pipeline stages, task types, visit expectations, and follow-up rules.
8. Check billing, subscription, invoice, transaction, credit, or usage details if your account includes them.
9. Run admin reports to confirm users, assignments, and system activity look correct.

Recommended Admin Articles

Article	Use it when
Users and Permissions	You need to invite users, update roles, review manager visibility, or remove access.
Admin Reports and Analytics	You need to review workspace usage, access hygiene, billing signals, or admin-level activity.
Compliance Overview	You need consent, communication, access, or data-quality guidance.
Integrations	You need to understand how channels and lead sources connect to Brixi.
Workflows and Sequences	You need to coordinate follow-ups or assignments through automation.

Common Admin Decisions

Decision	What to consider
Who should be an admin?	Keep admin access limited to people who manage setup, access, billing, and workspace rules.
Who can export data?	Limit exports to trusted roles because exported files may contain customer information.
Who can reassign leads?	Managers and operations users usually need this; individual agents may not.
Who can change pipeline stages?	Sales users need stage updates, but stage configuration should stay with admins.
Who can view reports?	Align reports with team responsibility so users see the data they are accountable for.

Before Changing Settings

Some settings affect live sales work. Before changing roles, fields, channels, pipelines, or automation-related settings, check who depends on the current configuration.

For example, changing a required contact field can affect imports and sales forms. Changing a role can hide reports or customer records from a manager. Changing channel access can stop users from replying through the expected communication path.

Troubleshooting

Problem	What to check
A user can't see a page or action described in these guides	Have another admin confirm the affected user's role and permission template — most problems in this section trace back to roles and permissions.
A setting saves correctly but the workspace still behaves as if it didn't — a hidden report, a channel that won't send	See Getting Help — include the workspace name, who's affected, what you changed and when, and what you expected to happen.