How do I update parent/child group relationships?

There are two ways to update parent/child group relationships: manually or through data import.

To make manual updates (better for a small number of updates):

1. From Administration (or Core Administration if the site is suite integrated) go to User Manager > Groups.
2. Search for the group.
3. Select Actions > Edit.
4. Access the Child Groups tab.
5. Click Add/Remove.
6. Select the boxes for the groups to define as child groups. This list only includes custom groups.
7. Click Done, then click Save.

To make updates through import (better for a large number of updates):

1. From Administration (or Core Administration) go to Site Manager > Data Import/Export.
2. On the Export tab, run the Export Group/User Relationships (or Export Group/Subgroup Relationships) task, and save the files to your computer.
3. Update the Group.csv file to include only the groups to update. Make sure to use the UniqueName values for groups, which may differ from the display name.
4. Update the GroupChildGroupMap.csv file to add or remove the child groups. All existing child groups already appear in this file.
5. Click Import next to the Update Group To Child Group Mapping (or Import Group To Child Group Mapping) task, and select the Update Only operation.
6. Browse for the two updated files, and click Run.

Core Procurement > Core Administration > Core Administration Import/Export
Core Procurement > Core Administration > Core Administration User Management
Strategic Sourcing > Strategic Sourcing Import/Export
Strategic Sourcing > User Administration