How to Manage Groups and Assignments
Groups and assignments help you control features and permissions for different users on your site. Here's a simple guide to creating, assigning, and importing groups in your WordPress Admin area.
Creating Groups
- Go to WP Admin > commercebuild > Group Management.
- Enter a group name in the "Add/Update Group" field.
- Click Add/Update Group.
- Find the new group in the list and click Edit to enable or disable features.
Assigning Groups to Users
- Go to the user’s profile in WP Admin.
- In the User Groups section, select the group(s) to assign in the "Assign Groups" field.
- Save the changes.
Importing Groups and Assignments
You can bulk manage groups, group permissions, and user assignments by importing files. Here’s how:
1. Export Existing Data
Click Export Groups and Assignments to download three CSV files:
groups.csv
group_permissions.csv
user_assignments.csv
2. Edit the Files
Use the following structure to make your changes:
Groups (groups.csv)
- Add group names in the
name
column, one per line.
Group Permissions (group_permissions.csv)
- Add group names (from the
groups.csv
file) in thegroup_name
column. - Add the corresponding permission ID in the
permission_id
column.- Find permission IDs in the
cfw-group-permissions.json
file.
- Find permission IDs in the
User Assignments (user_assignments.csv)
- Enter the user’s email in the
user_email
column to assign a group to a specific user. - Enter a customer code in the
customer_code
column to assign a group to all users under that code. - Add the group name in the
group_name
column.- Leave the
group_name
blank to remove a user or customer group assignment.
- Leave the
3. Import the Files
- Click Import Groups and Assignments.
- Upload the files in this order:
groups.csv
group_permissions.csv
user_assignments.csv
Note: If you’re only updating user assignments or permissions, you don’t need to re-import the groups.csv
file unless new groups have been added.
By following these steps, you can efficiently manage groups and permissions for your users!