The Client Settings tab of the Advisor Portal houses a few key areas, including, Household Groups, Notifications, and Permissions. Please note that the Client Settings tab may be located within the '...' More Menu, depending on your specific account setup:
The Client Settings > Household Groups tab allows you to create new household groups, and edit your existing groups. Household groups make it easy to sort your book of business in an intuitive and meaningful way:
By default, every RightCapital account will have three client groups: Existing Clients, Prospect Clients, and Sample Clients. Feel free to edit or delete these groups, and to add your own groups as you see fit. This area also allows you to:
Set the default templates for new households and new leads
New Households vs. New Leads
Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into your 'Default group for new households' group. Any prospects that sign up using a RightCapital Leads URL will automatically be sorted into the corresponding group for that link.
After setting up your household groups, you can change an individual household's group by navigating to the Advisor Portal > Planning > Plans > Overview tab, selecting the tool icon to update the household group.
Looking for more on Household Groups?
For more detailed information on Household Groups, please reference the knowledge base article below:
The Client Settings > Notifications tab is where you can adjust the default task and vault notifications that your clients will receive. These notification settings will be used as a starting point when creating new households in RightCapital:
Please note that making changes to these notification settings will not have an impact on any of your existing clients. These changes will only affect the default notification settings that will be used for new households that are created or imported going forward. After creating a household, these notifications can only be adjusted by the client themselves within the Client Portal.
Looking for more on Client Notifications?
For more detailed information on Client Notifications, please reference the knowledge base article below:
The Client Settings > Permissions tab allows you to adjust two settings on a global level: whether or not clients can add/edit tasks, and add/edit budget categories:
Looking for more on Permissions?
For more detailed information on Permissions, please reference the knowledge base article below:
