Creating Custom Groups

To meet the specific needs of your targeted user group, you can create a custom group as a combination of:

one or more standard groups or
one or more standard groups with a custom role

Custom groups can be created only if your organization is provisioned with CIC Analytics.

Optional Prerequisite: Creating Custom Roles

To create a custom group:

Use any of the following methods to sign in to the administration application:
- In your Welcome email, click on the CIC Analytics administration application URL and sign in with administrator credentials or
- Sign in from the Primavera Administration Application portal and click on the Administration application URL.
  https://<host>:<port>/p6rdb
In the side bar, click User Management and then select the Groups and Permissions tab.
The following message displays: Sync in in progress, please wait. Once sync is completed, the following message displays: <n> users synced,
where n is the number of users synced.
Click Add new group.
In the Create custom group pane, enter the following information:
1. In the Group Name field, enter the name of the custom group.
2. In the Group Description field, briefly explain the purpose of the group.
3. Select a standard group from the following:
  In the Analytics Standard Groups,select at least one standard group. Choices include:
  - Analytics Administrator
  - Analytics Creator
  - Analytics Consumer
  In the Advisor Standard Groups, select at least one standard group. Choices include:
  - Advisor Administrator
  - Advisor Consumer
4. (Optional) In the Roles field, select any of the custom roles previously created.
5. Click Save.
  The new custom group will now display in the Custom Groups table in the Groups tab.
  
  You can also:
  - Edit Custom Groups
  - Delete Custom Groups
Proceed to assign users to the custom group.

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