# Client Portal - Client Group Settings

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.

<figure><img src="/files/n6dFucaGKjB6cgxi2Wl2" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://reference-guide.gitbook.io/crm-back-office-user-guide-full/crm-back-office-user-guide-full-cn/17.-settings/client-portal-client-group-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.