Client Portal - Client Group Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Client Group Settings, you can create and configure different client groups, each with specific permissions and functionalities on the CRM Client Portal. This allows you to customize the experience for different client groups. For instance, you can hide referral functionalities for clients who are solely traders. Additionally, you have the option to customize the display of sensitive data for clients by hiding certain private or sensitive information on the CRM client portal.

1) Editing Client Group Permissions

You can configure different permission rights for different client groups.

2) Deleting Client Groups

You can delete client groups that are no longer required.

3) Sensitive Fields

You have the option to enhance client privacy and security on the CRM client portal by hiding sensitive data. This includes information such as client's phone numbers, identification numbers, and trading activities. This helps to safeguard client confidentiality and ensures that only authorized individuals have access to sensitive information.