How do I update parent/child group relationships?
Due to business requirements, I need to update the parent/child group relationships so that custom groups inherit permissions from system groups and maintain proper access control.
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):
- From Administration (or Core Administration if the site is suite integrated) go to User Manager > Groups.
- Search for the group and select Actions > Edit.
- Access the Child Groups tab.
- Click Add/Remove.
- Select the boxes for the groups to define as child groups. This list only includes custom groups.
- Click Done, then click Save.
Child Group or Custom group inherits the permissions from the parent groups
To make updates through import (better for a large number of updates):
- From Administration (or Core Administration) go to Site Manager > Data Import/Export.
- On the Export tab, run the Export Group/Subgroup Relationships) task, and save the files to your computer.
- 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.
- Update the GroupChildGroupMap.csv file to add or remove the child groups. All existing child groups mapping already appear in this file.
- Click Import next to the Update Group To Child Group Mapping task, and select the Update Details operation.
- Browse for the two updated files, and click Run.
Important:
- It is not possible to assign system groups as child of custom groups via the User Interface or through import tasks.
- The Update Group to Child Group Mapping import task will only update relationships between custom groups.
- If you need to add custom groups as child of system groups, perform this action via the User Interface by editing the system group and selecting the desired custom group.
KB0392963 - How to to set up a new custom group with users?
Core Procurement > Core Administration > Core Administration Import/Export
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