4. 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.

Moving forward, tailor your client experience by organizing them into specific groups such as traders or IBs, depending on your business needs. For each group, customize CRM client portal permissions to align with their category. For example, you can streamline the portal for traders by hiding referral features that may not be relevant to them. This step ensures a more personalized and relevant interaction for each client group within the system.