Why is the Client Groups Feature Not Visible in Canopy, and How Can I Access It?
The Client Groups feature in Canopy is part of the new Client & Contact structure, which is being gradually rolled out to all accounts. This article explains why you may not see the feature, how to access it, and what to expect during the migration process.
Overview of Client Groups
Client Groups is a feature designed for internal organization within Canopy. It allows you to group clients for easier management and streamlined workflows. However, it does not affect client portal access or invitations, which must be managed individually.
Availability and Migration Process
Gradual Rollout: The Client Groups feature is part of Canopy's new Client & Contact structure. Accounts are being migrated in phases to ensure a smooth transition.
Notification of Migration: You will be notified when your account is eligible for migration. Until then, the feature will not be visible in your account.
Timeline: The migration process is expected to be completed by the end of the year.
No Early Access: Early access to the feature is not available. Accounts are upgraded as part of their assigned release groups.
Permissions and Access Issues
Permissions Settings: If you cannot edit or delete client groups, it may be due to your permission settings. An admin can adjust your permissions in the team organization settings.
CRM Version: Client Groups are only available in CRM 2.0. If your account is still on CRM 1.0, the feature will not be accessible until the migration is complete.
Internal Organization vs. Client Portal Access
Internal Use Only: Client Groups are for internal organization and do not control client portal access. Portal invitations must be sent to individual contacts.
Manual Group Creation: After migration, you will need to manually create client groups as they are not automatically generated.
FAQs on Common User Concerns
Why don’t I see the Client Groups option? - If the option is not visible, your account has not yet been migrated to the new Client & Contact structure.
Can I request early access to the feature? - No, early access is not available. Migration is done in phases, and you will be notified when your account is eligible.
Does the feature affect client portal invitations? - No, Client Groups are for internal use only and do not impact portal invitations.
Troubleshooting and Support
If you believe you should have access to Client Groups but do not see the option, ensure you are checking under the 'Clients' tab in the navigation bar. If the feature is still not visible, it is likely that your account has not yet been migrated. For further assistance, contact Canopy support.
By understanding the rollout process and the purpose of Client Groups, you can better prepare for the migration and make the most of this feature once it becomes available.