This guide will show you how to set up Client Groups of your website Client database. Client group is a special type of client field that will help in segmenting your database into easily identifiable groups.

Your Client Groups can be used to identify groups, e.g. Existing Clients, Prospects, Members, Staff, Wholesalers, Retailers, VIPs, etc. These groups can also be used to nominate who sees restricted content in the front-end of the website. Different groups can be shown different restricted content.

1. Login to your Administration website
2. Select Clients
3. Select Client Set Up
4. Click Client Groups
5. Check through list of existing Groups to ensure you don't create a duplicate
6. Click Add New to create a new Client Group
7. Insert a title for the new Client Group
8. Select which administrators have access to this Client Group
9. Click Save

By defining which administrators have access to groups you can ensure that those who don't have access to the group will not have access to client records associated with that group.

1. Create Client Tabs
2. Create Client Fields

1. How do I restrict webpages to certain users only?