• Editing Custom Groups

    To edit a custom group:

    1. Sign in to the CIC Advisor Administration application.
    2. In the side bar, click Icon User Management and then select the Groups and Permissions tab.
    3. In the Custom Groups table, for a specific group, click the menu Overflow menu and then click Edit Group.
    4. Make the necessary changes and click Save.

    A confirmation message displays the changes have been saved successfully.

    Related Topics

    Managing CIC Suite Users

    About Standard Groups

    Creating Custom Groups

    Deleting Custom Groups

    Enabling User Access to Custom Groups



    Last Published Friday, September 2, 2022