Pixie CRM guide collection
Staff, roles and organisation
Manage people, teams and permissions with clear ownership and least-privilege access.
Create a staff account
Use this Pixie CRM guide to create a staff account. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideEdit staff profile and status
Edit staff profile and status in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate and manage roles
Use this Pixie CRM guide to create and manage roles. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideAssign individual staff permissions
A clear Pixie CRM walkthrough for assign individual staff permissions, with the screen path, field checks and post-save verification.
Open guide →GuideAssign staff to support departments
Practical Pixie CRM instructions for assign staff to support departments, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideReview a staff member profile and activity
Use this Pixie CRM guide to review a staff member profile and activity. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideManage staff timesheets
A clear Pixie CRM walkthrough for manage staff timesheets, with the screen path, field checks and post-save verification.
Open guide →GuideConfigure staff two-factor authentication
A clear Pixie CRM walkthrough for configure staff two-factor authentication, with the screen path, field checks and post-save verification.
Open guide →GuideDeactivate staff access safely
Practical Pixie CRM instructions for deactivate staff access safely, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideOpen an Employee 360 record
Use this Pixie CRM guide to open an employee 360 record. It covers the navigation path, key controls and the checks that confirm completion.
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