Add and Customize Client Groups - RightCapital Help Center

Adding Client Groups

Within the Client Settings > Client Groups tab of the Advisor Portal you can add new Client Groups by clicking the + Add Group button in the upper right:

After creating a new group, you can name the group whatever you'd like. Be sure to click the blue checkmark to the right of the textbox (or hit Enter on your keyboard) to save the group name.

Customizing Client Groups

Existing client groups can be customized in a number of ways within the Client Settings > Client Groups tab. Each column provides you with a different customization option for each group:

Include in RightIntel Dashboard

Checking this box next to a client group will update the RightIntel > Dashboard tab to include that group. Unchecking this box for a group will exclude that group from the metrics. RightIntel provides advisor-level analytics and key metrics across all of your included client groups:

When does this change take effect?

Including or excluding client groups from the RightIntel Dashboard is not an immediate change. This change will take effect when the RightIntel Dashboard next updates. This update occurs once per business day.

Default for New Clients

Only one group can be chosen as the Default for New Clients. By default, this will be the Existing Clients group. Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into this group.

Default for New Leads

Only one group can be chosen as the Default for New Leads. By default, this will be the Prospect Clients group. Any prospects that sign up using your RightCapital Leads URL will automatically be sorted into this group.

Default Templates

For the two client groups that are selected as the 'Default for New Clients' and 'Default for New Leads', you are able to adjust the default templates for each group by clicking the 'Edit' button to the far right. This will open a drawer on the right of your screen, allowing you to make your selections for:

These selections will be applied for new clients created within each group going forward. Existing clients within each group will not be impacted.

Rename or Delete Groups

Existing client groups can be renamed at any time by hovering your mouse over the group name, and clicking the pencil and paper icon that appears to the right:

You can delete client groups as well by clicking the 'x' icon that appears to the right when renaming a group: