# Client Groups

## <mark style="color:red;">1.   Creating Client Groups</mark>

To create a client group, follow these steps:

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1. Navigate to Settings > Client Group. <br>
2. Click "Create Group". <br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FTL8qnRDxvcNNjJLaRGqT%2Fimage.png?alt=media&#x26;token=c4f99b28-9e1a-448f-9a53-6cb0afde0e0e" alt=""><figcaption></figcaption></figure>

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1. Enter the desired name for the client group.<br>
2. Provide a description for this client group.<br>
3. Click on the "Create Group" button to finalize the creation.<br>

   <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2Fmle62tITivNhnsZPiiHY%2Fimage.png?alt=media&#x26;token=1f89ab54-986a-455e-9f20-506b3f67e9df" alt="" width="375"><figcaption></figcaption></figure></div>

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You have the option to designate a default client group by selecting the "Set as Default" feature. This means that any new client registrations will automatically be assigned to this particular client group.

<figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FbiEH2eeqmx1nd5xhIift%2Fimage.png?alt=media&#x26;token=28d601fd-83fb-4059-ae60-edf03e862b2b" alt=""><figcaption></figcaption></figure>
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## <mark style="color:red;">2.   Editing Client Group Permissions</mark>

To configure CRM client portal permissions for each client group, follow these steps:

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1. Locate the specific client group for which you wish to set permissions.<br>
2. Click on the "View Permissions" icon, and a list of available permissions will be shown.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FNgSm3jzmSCa4cmoRcl3h%2Fimage.png?alt=media&#x26;token=fc71568e-d34d-405e-a703-6a1118549652" alt=""><figcaption></figcaption></figure>

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{% tab title="Step 2" %}

1. Click on the "Edit" icon next to the permissions.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FV8m3hkppmLBGxq9xJiIT%2Fimage.png?alt=media&#x26;token=524fc7c3-14e6-4563-9dbd-956517816b4c" alt=""><figcaption></figcaption></figure>
2. Select the desired permissions you want to assign to the client group.<br>
3. Finally, click on the "Save" icon to save the changes.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FcAnZF5yOQIOp3Oc5ahhO%2Fimage.png?alt=media&#x26;token=7952ed89-54e1-466d-a879-3c144c75578c" alt=""><figcaption></figcaption></figure>

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