About Custom Groups

Custom groups can be created if your organization is provisioned with:

Being provisioned with the CIC application suite gives your organization greater flexibility to create custom groups of users with specific permissions based on their needs for accessing any of the CIC applications.

Create a custom group if you want to grant users access to both analytics and advisor applications or if you have created custom roles and want to grant those to users in analytics-only environment.

Click Video to learn more about custom groups.

In This Section

Creating Custom Groups

Editing Custom Groups

Deleting Custom Groups

Assigning Users to Custom Groups

Assigning Groups For Unmatched Users



Last Published Thursday, December 7, 2023